Forward this Session

Forward this Session

LEVERAGE YOUR INDEPENDENCE

Michelle Smith, CEO of independent firm Source Financial Advisors, will join Mindy Diamond of Diamond Consulting for a Q&A about how she broke away to build her own firm, how she’s multiplied her success and how she’s overcome the obstacles that inevitably pop up in the life of an entrepreneur. Through anecdotes, tips and best practices, advisors will take away the inspiration, guidance and steps that will help them take their practice to the next level.

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