Press Release

Senior Wealth Advisor Sam Waltman Stresses the Importance of Listening When Working with Couples

June 7, 2023

Harmonizing Financial Perspectives

Sam Waltman, CFA, CFP® discusses the importance of listening when couples are at financial loggerheads. Sam highlights that making sure both partners feel invited & welcomed at every meeting is crucial. Read his thoughts Financial Advisor Magazine: https://bit.ly/3qBvGSa

To speak with Sam, contact us: https://kayne.com/locations/wealth-management/salt-lake-city/

 

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