Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin
from Big Picture In Practice Hosted by Mike Gitlin, Julie Willoughby, Ben Johnson
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 [email protected].
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What this episode covers
Mike Gitlin, CEO of Capital Group, offers invaluable insights for industry professionals on thriving in an ever-evolving financial landscape. His candid discussion touches on adaptability, client-centric solutions, and the critical need for continuous learning.
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