Welcome back to the 249th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Drew Waldron. Drew is the co-founder of Canvas Wealth Advisors, an RIA in Overland Park, KS that manages about $455 million for 150 client households. What’s unique about Drew, though, is the way he and his partner … Continue reading #FA Success Ep 249: Going Beyond Client Experience With Client Adventures To Drive Organic Growth, With Drew Waldron
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