DiscoverBig Picture In PracticeLessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin
Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin

Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin

Update: 2024-10-03
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Description

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 bigpictureinpractice@morningstar.com.

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Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin

Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin

Mike Gitlin, Julie Willoughby, Ben Johnson