EPISODE · Sep 5, 2018 · 24 MIN

What's in a Name?

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

Nate, Clint, and Mitch discuss the many different titles that are found in the business of financial advice. Advisors, Consultants, Planners...the list goes on. They talk about resources, certifications, and other considerations that you should look at beyond the title of your advisor.

What this episode covers

Nate, Clint, and Mitch discuss the many different titles that are found in the business of financial advice. Advisors, Consultants, Planners...the list goes on. They talk about resources, certifications, and other considerations that you should look at beyond the title of your advisor.

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What's in a Name?

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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 24 minutes long.

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This episode was published on September 5, 2018.

What is this episode about?

Nate, Clint, and Mitch discuss the many different titles that are found in the business of financial advice. Advisors, Consultants, Planners...the list goes on. They talk about resources, certifications, and other considerations that you should look...

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