The Client Experience - April 2, 2022
from Monolith Money Show Hosted by Jeff Mitchell and Camille Butterfield
Today Jeff and Camille revisit the experience you can expect when you contact their office for an appointment. Whether you have never worked with an advisor previously or are looking for a second opinion, they will walk you through what you can and should expect from visiting with a financial advisor.
Embed this episode
No transcript yet.
Frequently asked questions
How long is this episode of Monolith Money Show?
This episode is 50 minutes long.
When was this Monolith Money Show episode published?
This episode was published on April 2, 2022.
Can I download this Monolith Money Show episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.