EPISODE · Dec 3, 2023 · 37 MIN
Handpicking Clients for a Values-Driven Financial Practice - Ft. Melanie Milam
from Insights for Independence · host Gateway Financial Partners
On this episode of Insights for Independence, successful Gateway financial advisor Melanie Milam shares her perspective on her faith-based, values-driven practice and how that translates to stronger relationships and overall success.
What this episode covers
On this episode of Insights for Independence, successful Gateway financial advisor Melanie Milam shares her perspective on her faith-based, values-driven practice and how that translates to stronger relationships and overall success.
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Handpicking Clients for a Values-Driven Financial Practice - Ft. Melanie Milam
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