EP 097: Don't Be A Jerk

EP 097: Don't Be A Jerk

| December 07, 2020

EP 097: Don't Be A Jerk

In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management discuss the importance of a good personality fit when it comes to client/financial planner relationships. Learn more about additional factors that should go into building a strong financial foundation as a team.