Always On With Duncan MacPherson, EP 8 - Transitioning to a Multi-Family Office to Accelerate Your Growth
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
