Beyond the desk | How admins are leading from the frontline
Update: 2025-07-09
Description
Behind every successful practice is an operational powerhouse – the admin. In this episode, Marcia Latcha of Financial Wealth Builders Securities shares how admin roles are evolving in wealth management. Hear how administrators shape client onboarding, build trust and drive strategic business development. Marcia offers tips for administrators to own their impact and for firms to acknowledge their value as partners in growth.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
