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.

Episode metadata supplied by the publisher feed · Published Apr 3, 2019

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What Makes an Ideal Client?

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