IPO Update & the High-value Option for Financial Planning, EP 005
Play • 7 min

In an update to a recent episode about initial public offerings, Tim talks about why his opinion about IPOs hasn’t changed by discussing two recent IPO examples.

Then, Tim describes why it's important for his firm to be the high value option for financial planning by telling a story about a recent conversation with a prospective client.

For more information, visit the show notes at https://erwealth.com/podcastblog/ipo-update-high-value-option-for-financial-planning

Clear search
Close search
Google apps
Main menu