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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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.
How Advisor Engagement Strategies and Investment Solutions Are Driving Stronger Client Relationships
Big Picture In Practice
40 minutes 25 seconds
8 months ago
How Advisor Engagement Strategies and Investment Solutions Are Driving Stronger Client Relationships
Explore how modern advisor engagement strategies are transforming client relationships in wealth management. Learn from Capital Group’s innovative approaches, the evolving role of fund wholesalers, and actionable insights to strengthen financial plans and drive long-term success.
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.
