What Makes an Ideal Client?

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
03/04/2019 24 min

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Episode Synopsis

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.

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