Peak Advisor Alliance Excell Spring 2016

The secret to building a $500M advisory practice

May 28, 2016 @ 7:18 pm

Runtime: 4:41

When you're the top adviser in South Dakota, what do you need to do to continue to expand? Hire a chief operating officer, of course. Gordon Wollman and Michelle Lavallee of Cornerstone Financial Discussions explain their evolution.

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