Walkner Condon Financial Advisors

What's in a Name?

Informações:

Sinopsis

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message