In this episode: 
- Understand the importance of aligning growth strategies with client needs and preferences.
 - Learn practical techniques to enhance client engagement while pursuing new business opportunities.
 - Explore how prioritizing client satisfaction can lead to sustainable growth in the wealth management sector.
 
Additional resources:
- 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](mailto:bigpictureinpractice@morningstar.com).
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.