28 min listen
What's in a Name?
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
ratings:
Length:
24 minutes
Released:
Sep 5, 2018
Format:
Podcast episode
Description
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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Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
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Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
Released:
Sep 5, 2018
Format:
Podcast episode
Titles in the series (100)
"By The Numbers: 401Ks, 403Bs, 457.." - Gimme Some Truth, Ep. 7 by Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals