An inside look on how we “envision the future” with potential advisors. In this episode, Caitlin Flanagan and Tim Flanagan discuss the work that has been done behind the scenes to reframe the cultural experience for both current and potential advisors.
Specifically, Caitlin and Tim discuss why they go above and beyond to make sure candidates and advisors are aligned with the firm’s values and culture.
We hope this episode helps you take the next step in remaining impactful and relevant.
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