New Year, New Client

from Capitalize Your Fridays! Hosted by ALTIUS Financial Inc's Michael Williams CFP® & Taylor McGowen CFP®

In this episode, Mike and Taylor discuss what it means to become a new client. Such as, what questions to ask a new advisor, what it means to become a client with a financial advisor, and what the ALTIUS Financial client experience looks like.

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New Year, New Client

0:00 23:37

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Frequently asked questions

How long is this episode of Capitalize Your Fridays!?

This episode is 23 minutes long.

When was this Capitalize Your Fridays! episode published?

This episode was published on December 30, 2022.

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