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?
What this episode covers
Nate, Clint, and Mitch talk about what a modern financial planning firm should look like. How up-to-date is your current advisor?
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What should a modern financial planning practice look like?
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How long is this episode of Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals?
This episode is 27 minutes long.
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This episode was published on May 23, 2018.
What is this episode about?
Nate, Clint, and Mitch talk about what a modern financial planning firm should look like. How up-to-date is your current advisor?
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