Produced By: Ensombl
Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and evolved, their growth strategy, client service model, use of technology and AI, investment approach, and the lessons Tim’s learned over 11 years of running the practice.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.2
Professionalism and Ethics 0.1