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:
● The ideal number of clients you should serve to elevate your client experience
● Three questions to help you determine if an MFO model is right for you
● What it means to build a “brand within a brand” — and how it benefits you
● The pursuit of self-actualization for today’s advisors
● And more
Listen to this podcast by clicking here: https://bit.ly/AlwaysOn_Ep8_MultiFamilyOffice