Keith, Jonathon, & Clint discuss the characteristics of an ideal client (spoiler: it isn't "having a ton of money"). Being a good FIT is a hugely important topic for Walkner Condon and their clients.

Keith, Jonathon, &amp; Clint discuss the characteristics of an ideal client (spoiler: it isn't "having a ton of money"). Being a good FIT is a hugely important topic for Walkner Condon and their clients.

What Makes an Ideal Client?

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life.

Disclosure: walknercondon.com/podcast

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In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast

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What Makes an Ideal Client?

What Makes an Ideal Client?

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