Whitley Penn Talks artwork

Navigating Through Client Expectations: What Does the Future Hold?

Whitley Penn Talks

English - July 15, 2020 14:00 - 23 minutes - 16.5 MB - ★★★★★ - 23 ratings
Business 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


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.