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An Enterprise Wealth Podcast

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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Big Picture in Practice delivers new episodes and bonus content on wealth management, best investment processes, and the evolving investor straight to your inbox twice a month.

Featured Episode

How to Grow a Family Office Without Losing the Personal Touch

A growing practice or excellent client service? Christopher Dupuy, President of Rockefeller Global Family Office, explains how wealth management firms can have both.

In this episode:

  • The value of personal touch in a digital world.
  • Strategies to recruit advisor talent.
  • Approaches to a consistent company culture across geographies.

Related Content

Meet the Hosts

Julie Willoughby

Head of Global Sales
Julie serves Morningstar’s largest clients across the asset management, advisor, and alliances segments.

Ben Johnson, CFA

Head of Client Solutions, Asset Management
Ben leads client solutions for Morningstar’s asset management clients, after an impressive tenure in passive funds research.


Personalization

Now, more than ever, investors expect personalized recommendations based on that individual's risk tolerance, total assets, and financial goals. What does personalization look like for investors today?


Efficiency and Scale

How are advisors embracing technology to balance efficient personalization at scale? Advisors can differentiate themselves by seizing opportunities to adopt emerging technology and automation.


Regulation

As advisors and asset managers look to grow their books of business, they must also be mindful of new and evolving regulations that dictate the way they function and report on their impact.

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