Handpicking Clients for a Values-Driven Financial Practice - Ft. Melanie Milam

03/12/2023 37 min
Handpicking Clients for a Values-Driven Financial Practice - Ft. Melanie Milam

Listen "Handpicking Clients for a Values-Driven Financial Practice - Ft. Melanie Milam"

Episode Synopsis

On this episode of Insights for Independence, successful Gateway financial advisor Melanie Milam shares her perspective on her faith-based, values-driven practice and how that translates to stronger relationships and overall success.