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    The Value of an Advisor

    The Value of an Advisor

    FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

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    The Value of an Advisor

    FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

    ratings:
    Length:
    24 minutes
    Released:
    Oct 2, 2019
    Format:
    Podcast episode

    Description

    What is the value of an advisor? Jonathon and Mitch discuss some of the components that bring value to clients. Topics include behavioral coaching, financial planning, tax advantageous investing, rebalancing, and more.

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    Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
    Released:
    Oct 2, 2019
    Format:
    Podcast episode

    Titles in the series (100)

    In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast