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

  • Oct 3 2024
  • Length: 35 mins
  • Podcast

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

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  • Summary

  • 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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