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.

Episode metadata supplied by the publisher feed · Published Sep 5, 2018

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What's in a Name?

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