• Finding help for all of these value adds? with Brody Rosenfeld

  • Jul 8 2024
  • Duración: 30 m
  • Podcast

Finding help for all of these value adds? with Brody Rosenfeld

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  • Resumen

  • This week Steven is joined by Brody Rosenfeld, a CFP who leads a team of professionals supporting financial advisors as they serve their clients. Steven has worked directly with Brody and knows first hand the value partnerships can provide. Brody and Steven have a great conversation about the pros and cons of outsourcing and how even if you never outsource it can be a helpful lens for improving processes within your firm. The episode also includes great tips on building strong relationships in general through effective communication and setting clear expectations.

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