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What’s Working Now: Carrie Scott has carefully built a large advisory practice. She and her team focused first on building capacity. Then she took advantage of an opportunity to buy another advisor’s practice. Here’s how she did it.
Horsesmouth Essential: What’s Working Now: Giselle Crout used artificial intelligence tools to create a training program for her firm’s new advisors. The effort has proved to free up time for her firm’s senior advisors while demonstrating the power of AI to the staff.
What’s Working Now: After a dozen years in the business, James Hofmann has been named as a Forbes “Best-in-State Wealth Advisor.” He credits taking advantage of opportunities to build a team that is oriented toward providing excellent client service.
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