Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
What's in a Name?
24 minutes Posted Sep 5, 2018 at 11:00 am.
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Show notes
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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