• Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin

  • Oct 3 2024
  • Durée: 35 min
  • Podcast

Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin

Écouter gratuitement

Voir les détails du balado

  • Résumé

  • In this episode:

    • How advisors can focus on services over products to meet client needs.
    • Why holistic guidance and treating the practice like a small business can help drive success.
    • How staying informed on global trends and embracing continuous learning fosters long-term success.

    You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.

    Additional resources:

    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/financial-advisor-client-success

    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

    Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

    Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
    Voir plus Voir moins
Voir plus Voir moins

Ce que les auditeurs disent de Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.

Évaluations sur Audible.ca

Évaluations sur Amazon.ca
Il n'y a pas encore de critiques pour ce titre.