Walkner Condon Financial Advisors

Conference takeaways & how it relates to the client experience

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Sinopse

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. --- Send in a voice message: https://anchor.fm/walkner-condon/message