Shauna Mace on the Connection Between Confidence and Success

Shauna Mace is Head of Practice Management and Managing Director with SEI. She's responsible for programs that help advisors create efficiencies in their operations, differentiate their practices, and grow their businesses. Our conversation includes: The role of confidence in driving success The importance of [...]

By |2022-01-03T17:12:42+00:00November 18th, 2021|Categories: Podcast|Tags: , , , |0 Comments

Andrea Schlapia on The Human Drivers of Your Success

Andrea Schlapia is the Founder and CEO of Ironstone, a firm that helps financial advisors enhance their strategic planning process, business development efforts and operational efficiency. Our conversation includes: The Fundamental 4: a blueprint to create extraordinary business The team challenges that advisors and [...]

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