Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Don't Fall Behind


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Nate and Mitch are back in the booth to discuss soup, technology, and low (or zero) trading costs. A theme throughout this episode is "if you aren't growing or investing in technology, you're falling behind." Not only does that apply to the world at large, but specifically to financial advisory practices, as well.
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsBy Walkner Condon Financial Advisors

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