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Morningstar, Ben Johnson, Julie Willoughby
Big Picture In Practice
Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.
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Ratings & Reviews
A Great Perspective on Ai
Simply wonderful a pleasure listening to great insights into a very complex subject matter.
Fossil Tradesman via Apple Podcasts · Great Britain · 05/17/24
Recent Episodes
Published 11/14/24
Ramesh Poola, co-chief investment officer at Creative Planning, shares insights on how firms can prioritize client relationships while still achieving their growth objectives. Discover strategies that integrate client focus into every aspect of business development for long-term success.
Published 11/14/24
In a rapidly evolving investment landscape, the ability to adapt and innovate is crucial for success. Phil Huber, the Head of Portfolio Solutions at Cliffwater, offers valuable insights into his career journey and the strategies that have propelled him to the forefront of alternative investments.
Published 10/17/24
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