In Part 1 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, shares the personal journey that led him into wealth management and why building trust remains at the heart of his work. He reflects on the changing expectations of clients today, particularly the growing desire for clarity, transparency, and a sense of purpose behind financial planning.

Chris also speaks about the lessons he’s learned from guiding families and entrepreneurs through different stages of their financial lives, and the importance of balancing technical expertise with empathy. The discussion touches on the evolving role of an adviser, the impact of technology on client relationships, and how the industry can adapt to serve the next generation of investors.

An engaging and candid conversation that sets the stage for a deeper dive into the values and strategies shaping modern wealth management.

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