Walkner Condon Financial Advisors

MAY 12, 2023

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. The Walkner Condon Team The post Walkner Condon: The State of the Firm appeared first on Walkner Condon Financial Advisors. ⭐ ⭐ ⭐ ⭐ ⭐ Rating: 5 out of 5. Thanks for taking the time to read up on our updates!

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Walkner Condon Financial Advisors

JULY 27, 2023

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. The post The State of the Firm: Walkner Condon appeared first on Walkner Condon Financial Advisors. Amber Schmechel is joining our team with 15 years of experience in communications and marketing.

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Sara Grillo

SEPTEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

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CFP Financial Planner Ethics Financial Planning 80