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Have you ever had one of your best clients leave because they felt they outgrew you?
If yes, you are not alone! In fact, such high-net-worth clients often leave in search of a turnkey, tethered solution.
In this podcast, Duncan speaks with Chris Jeppesen, chief of advisory practices at First Trust. They talk about why multi-family offices (MFOs) are becoming increasingly relevant, and how this holistic wealth management approach helps advisors accelerate their growth (both personally and professionally).
Duncan and Chris discuss:
- The ideal number of clients you should serve to elevate your client experience
- Three questions to help you determine if an MFO model is right for you
- What it means to build a “brand within a brand” — and how it benefits you
- The pursuit of self-actualization for today’s advisors
- And more
Related: Actionable Steps To Improve Your Team’s Health With Jennifer Payeur