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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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.
Four Opportunities to Elevate the Advisor-Client Relationship through Personalization
Morningstar for Advisors and Wealth Managers
Meet the Hosts
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.