Chris Fisher, CEO of Multrees Investor Services - Part 2

In Part 2 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, continues to explore the values and strategic thinking that underpin modern wealth management.Building on the themes introduced in Part 1, Chris delves further into how the industry is responding to shifting client expectations — from a stronger focus on transparency and clarity to the growing demand for purpose-driven financial advice.He expands on the evolving responsibilities of advisers today, and why emotional intelligence is just as critical as technical knowledge when supporting clients through complex financial journeys. From working with entrepreneurial families to navigating generational wealth transfers, Chris shares further insights into what it takes to build lasting trust and deliver meaningful outcomes.The conversation also revisits the role of technology — not as a replacement for human connection, but as a tool to enhance it — and considers how the next wave of investors will influence the future of the profession.A thoughtful continuation of a candid discussion, offering practical perspectives on what it means to lead with integrity in an ever-changing financial landscape. Hosted on Acast. See acast.com/privacy for more information.