Why does compassion matter when choosing a financial planner?
This question and more are discussed with Executive Wealth Management Private Wealth Advisors Duane Johnson, Todd Perry, and Rob Larsen.
PurposeCity podcasts are presented by Executive Wealth Management and exemplify our core values of trust, community, and compassion.
PurposeCity podcasts are found at ewmadvisors.org/purposecity and all major podcast platforms.