EPISODE · Oct 2, 2019 · 24 MIN

The Value of an Advisor

from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors

What is the value of an advisor? Jonathon and Mitch discuss some of the components that bring value to clients. Topics include behavioral coaching, financial planning, tax advantageous investing, rebalancing, and more.

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