Walkner Condon Financial Advisors

What Makes an Ideal Client?

Informações:

Sinopsis

Keith, Jonathon, & Clint discuss the characteristics of an ideal client (spoiler: it isn't "having a ton of money"). Being a good FIT is a hugely important topic for Walkner Condon and their clients. --- Send in a voice message: https://anchor.fm/walkner-condon/message