18 min listen
Conference takeaways & how it relates to the client experience
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Conference takeaways & how it relates to the client experience
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
ratings:
Length:
24 minutes
Released:
Mar 6, 2019
Format:
Podcast episode
Description
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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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:
Mar 6, 2019
Format:
Podcast episode
Titles in the series (100)
"Clients and Their Alternative Facts" - Gimme Some Truth, Ep. 4 by Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals