Episode #9: What It's Like To Be A Client - Wilson Group Financial

Episode #9: What It’s Like To Be A Client

The Blueprint:

We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.

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The Designers:

Your hosts: Jude Wilson and Michael Mott – Contact