
Sign up to save your podcasts
Or


Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations.
Learn more about your ad choices. Visit megaphone.fm/adchoices
By Barron's Advisor4.1
104104 ratings
Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations.
Learn more about your ad choices. Visit megaphone.fm/adchoices

522 Listeners

96 Listeners

295 Listeners

275 Listeners

1,038 Listeners

350 Listeners

377 Listeners

212 Listeners

462 Listeners

912 Listeners

1,300 Listeners

247 Listeners

1,566 Listeners

208 Listeners

130 Listeners

66 Listeners

20 Listeners

40 Listeners