Conference takeaways & how it relates to the client experience

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
06/03/2019 24 min

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Episode Synopsis

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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