What should a modern financial planning practice look like? episode artwork

EPISODE · May 23, 2018 · 27 MIN

What should a modern financial planning practice look like?

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

Nate, Clint, and Mitch talk about what a modern financial planning firm should look like. How up-to-date is your current advisor?

Episode metadata supplied by the publisher feed · Published May 23, 2018

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What should a modern financial planning practice look like?

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This episode was published on May 23, 2018.

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