Listen in as Mobile Assistant CEO Corey Westphal joins Brad Johnson of the Do Business. Do Life. podcast.
In this episode, Corey and Brad cover three major insights:
- How advisors can provide targeted advice and better client experiences with technology playing a key role.
- Action steps for building a culture that attracts world-class talent, and then steps for effective leadership once they do join.
- Learn how to maintain balance in your entrepreneurial life as you grow your business and increase your AUM without compromising your client experience.
