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Stratos Wealth Partners acts as a support platform for independent advisors, effectively operating as the back and middle office for affiliated advisors.
Advisory firm owners spend too much time focused on the practice, not on shaping themselves as leaders, says United Capital’s Joe Duran, in the second installment of this podcast.
WealthManagement.com sat down with Tim Oden of Charles Schwab, Shirl Penney of Dynasty Financial Partners and Brian Hamburger of MarketCounsel for a Q&A discussion.