The Future of The Pelora Group | The Power of Partnership P.3 скачать в хорошем качестве

The Future of The Pelora Group | The Power of Partnership P.3

Every organization reaches a point where reflecting on what’s been built becomes inseparable from envisioning what comes next. In the final episode of The Power of Partnership series, Audrey Averill and Tim Flanagan share how they are shaping the future of The Pelora Group together. Audrey outlines a vision centered on cohesion, long-term value, and a more connected advisor experience, while Tim reflects on the firm’s evolution, leadership continuity, and the importance of building for what lies ahead. Audrey Averill joined the Pelora Group in 2008 (then HF Financial). While Audrey has not been a financial advisor, she comes from four generations of financial advisors and brings a long-term, industry-rooted perspective to Pelora’s future. The Pelora Group is a community of professionals that help financial advisors navigate successful futures for themselves, their families and their clients. We come alongside you, as your most valued business partner, and we are the source of everything you need to be impactful and relevant: services, thought leadership, technology, tools and people resources. Connect with TPG: ✨ Website - https://thepeloragroup.com/ ✨ LinkedIn -   / 81550136   ✨ Instagram -   / thepeloragroup   ✨ Podcast - https://podcasts.apple.com/us/podcast... --- CRN202903-10324831