EPISODE · Apr 3, 2019 · 24 MIN

What Makes an Ideal Client?

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

Keith, Jonathon, & Clint discuss the characteristics of an ideal client (spoiler: it isn't "having a ton of money"). Being a good FIT is a hugely important topic for Walkner Condon and their clients.

What this episode covers

Keith, Jonathon, & Clint discuss the characteristics of an ideal client (spoiler: it isn't "having a ton of money"). Being a good FIT is a hugely important topic for Walkner Condon and their clients.

NOW PLAYING

What Makes an Ideal Client?

0:00 24:23

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals?

This episode is 24 minutes long.

When was this Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals episode published?

This episode was published on April 3, 2019.

What is this episode about?

Keith, Jonathon, & Clint discuss the characteristics of an ideal client (spoiler: it isn't "having a ton of money"). Being a good FIT is a hugely important topic for Walkner Condon and their clients.

Can I download this Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!