In this episode Wealth Advisors Stephen Ellis and Robert Wolfson discuss their recent conference attendance and discuss some key takeaways from their respective conferences. Both Robert and Stephen are always striving to stay up to date on market activity as well as any changes in the Wealth Management Industry. By attending these types of events, their objective is to stay current and in turn provide the best possible advice and service to their clients. .. as well as bring new and exciting content to this podcast. Hopefully this episode fits that bill. Enjoy!
10/13/22 • 19 min
Episode Comments
0.0
out of 5
No ratings yet
eg., What part of this podcast did you like? Ask a question to the host or other listeners...
Post
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/dollars-and-sense-with-a-couple-of-gents-230418/conference-takeaways-25988623"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to conference takeaways on goodpods" style="width: 225px" /> </a>
Copy