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Shades of Gray

Shades of Gray

By: Wealth Partners
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 Boundary free discussions generally centered around financial services from the professionals participating. Imagine a virtual happy hour on proverbial Wall Street. Entertaining enough to accidentally teach you something we didn't know we were trying to teach.Wealth Partners Economics Leadership Management & Leadership
Episodes
  • Thayer Partners CPA Alliance

    Thayer Partners CPA Alliance
    Dec 6 2023

    Chris Wilmerding of Thayer Partners joins us with CPA partner Dave Miller to discuss how they are addressing complete wealth collaboration by aligning all professionals together behind the clients' best interests. 

    If you'd like to chat with Chris or Garrett, please email us at info@wealthpartners.io


    --- Send in a voice message: https://podcasters.spotify.com/pod/show/gray-zone/message
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    39 mins
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