Broker Check

An Integrated Operating Model Can Help Advisor Firms Execute Growth and Strategy

An integrated operating model includes incentive systems, routines and culture. Hear more from Legacy’s COO, Natalie Hodak as she talks with Financial Advisor IQ about how commonly held values and beliefs allow an organization to move forward in growth and strategy.

Video Interview – Financial Advisor IQ with Natalie Hodak, COO at Legacy Planning


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