Navigating Through Client Expectations: What Does the Future Hold?

Whitley Penn Talks
15/07/2020 23 min Temporada 2 Episodio 13
Navigating Through Client Expectations: What Does the Future Hold?

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Episode Synopsis

Message us!WPWealth is back with Tom Rein and Matt Magee as they discuss how COVID-19 has impacted their clients. This conversation revolves around how the team is handling each day and and what the future holds for investors and their expectations.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

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