Always On with Duncan MacPherson Podcast - In this episode, I speak with Chris Jeppesen, chief of advisory practices, at First Trust. We talk about why multi-family offices (MFOs) are becoming increasingly relevant, and how this holistic wealth management approach helps advisors accelerate their growth (both personally and professionally).
Chris and I discuss:
â— The ideal number of clients you should serve to elevate your client experience
â— Three questions to help you determine if an MFO model is right for you
â— What it means to build a “brand within a brand” — and how it benefits you
â— The pursuit of self-actualization for today’s advisors
â— And more
Listen to this podcast by clicking here: https://bit.ly/AlwaysOn_Ep8_MultiFamilyOffice
4 Steps to Building
Your Dream Team
Includes Q&A
Your Dream Team
Includes Q&A
Tuesday, May 21st at 12 pm ET
Join Duncan MacPherson for an insightful webinar on the dynamics of forming and developing high-performance teams. Based on the acclaimed Tuckman's Model, this session will explore the essential stages of team development: Forming, Storming, Norming, and Performing.