What Is Wealth Management
The very term "wealth management" is opaque at best. In this podcast I seek to uncover the key areas of this fascinating and growing industry, and share insights how the practitioners within the industry are working to solve very complex issues around money. Whether it is helping with taxes, preparing an estate plan, or simply building an investment portfolio that generates returns, I speak with some of the smartest minds in the industry to help define how it is that they are helping clients.
What Is Wealth Management
Client Centric
Welcome to What is Wealth Management — the show where we take industry buzzwords and decode them into plain English.
In this episode, we take a hard look at one of the most overused phrases in the industry: client-centric. It’s everywhere — in mission statements, pitch decks, and advisor bios — but what does it really mean? And more importantly, are most firms truly living it or just using it?
You’ll learn:
- Where the term came from (hint: not finance)
- The three traps that derail most “client-first” strategies
- What client-centricity actually looks like when done right
- Why this concept is more critical now than ever before
Whether you're a wealth manager trying to sharpen your message, or a client trying to understand what separates lip service from real service, this episode breaks it all down.
