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The three common factors driving the highest-growth advisor practices

How can advisors keep up with the evolving expectations of investors? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Mike Van Wyk, director of customer research and insights at Capital Group, to explore what financial advisor firms need to target to see high growth, client reach, and long-term scalability. Want to dive deeper? Check out these additional resources: Subscribe to the Big Picture in Practice newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter Read our blog summary: https://www.morningstar.com/views/podcasts/big-picture-in-practice/financial-advisor-growth-best-practices Explore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice

Nov 13, 2023

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