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
Conference takeaways & how it relates to the client experience
24 minutes Posted Mar 6, 2019 at 12:00 pm.
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Show notes
Jonathon, Mitch, & Nate provide an update on their trip to San Diego for the TD Ameritrade conference. The Walkner Condon team sought to find ways to continuously enhance the client experience and to leverage technology along the way.
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