Navigating Through Client Expectations: What Does the Future Hold?
Whitley Penn Talks
English - July 15, 2020 14:00 - 23 minutes - 16.5 MB - ★★★★★ - 23 ratingsBusiness Government tax audit accounting money wealth management finance economics cpa financial advice litigation Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Channeling the New Normal with Mark Topel: The Good Ole Days
WPWealth is back with Tom Rein and Matt Magee as they discuss how COVID-19 has impacted their clients. This conversation revolves around how the team is handling each day and and what the future holds for investors and their expectations.