Episode #9: What It's Like To Be A Client episode artwork

EPISODE · Jan 3, 2019 · 16 MIN

Episode #9: What It's Like To Be A Client

from The Roth Guy with Jude Wilson · host Jude Wilson

We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.

Episode metadata supplied by the publisher feed · Published Jan 3, 2019

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Episode #9: What It's Like To Be A Client

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