The three common factors driving the highest-growth advisor practices
Listen now
Description
How can advisors keep up with the evolving expectations of investors? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Mike Van Wyk, director of customer research and insights at Capital Group, to explore what financial advisor firms need to target to see high growth, client reach, and long-term scalability. Want to dive deeper? Check out these additional resources: Subscribe to the Big Picture in Practice newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter Read our blog summary: https://www.morningstar.com/views/podcasts/big-picture-in-practice/financial-advisor-growth-best-practices Explore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice
More Episodes
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
Published 10/17/24