Updated Thursday, July 24, 2014 as of 11:39 PM ET
Doug Leonzi of National Penn Bank/Cetera Financial
- Bank Channel
Million-Dollar Advice: Challenges and Lessons Learned
Bank Investment Consultant
Monday, June 30, 2014
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Challenge: Finding time to effectively manage a book of business and grow is what was, and to some extent still is, the most challenging. I feel I have met that challenge by learning to delegate and trust others to assist me. I utilize two full-time administrators and have an associate broker who works certain accounts in my book. I run my practice like a board of directors. Iím the lead, but everyone gets a chance to weigh in and tell me what tasks are suited to their strengths and interests.

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