• How Compliance Fuels Sustainable Growth with April Turch

  • Jul 2 2024
  • Duración: 29 m
  • Podcast

How Compliance Fuels Sustainable Growth with April Turch Por arte de portada

How Compliance Fuels Sustainable Growth with April Turch

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • Episode 050: In this episode of The Connected Advisor, Kyle talks with April Turch, Chief Compliance Officer at Wolf Group Capital Advisors. April has more than 20 years of experience specializing in financial planning and wealth management operations. She manages and oversees firm-level projects that impact the firm's success, team performance, and overall client experience. April is also responsible for helping the firm scale its operations through technology, processes, systems, and people. April talks with Kyle about compliance and growth in wealth management. They discuss why compliance should not hinder growth, how advisors can leverage compliance to build a world-class company, the role of technology in reshaping the industry, and the regulatory challenges that AI and cryptocurrency present. In this episode: [01:58] - April's money moment. [07:19] - What makes a great operator. [08:39] - What it takes to build a great team. [10:14] - Attracting the best people. [12:38] - Helping clients plan their wealth. [14:15] - Creating valuable content. [17:21] - Why compliance should not slow growth. [19:32] - April's thoughts about the future of the industry. [20:41] - Compliance challenges with AI. [25:03] - April's Milemarker Minute. Quotes [08:58] - "When your firm has a great culture, a great vision, and a great purpose, you naturally attract the people you want to hire. I think it's a combination of seeking and being found." ~ April Turch [12:56] - "We really take a lot of time getting to know the client and understanding what makes them tick, their thought processes, their values, their challenges, and what they are trying to achieve. Taking that time allows us to customize the things they need to get on their journey." ~ April Turch [17:46] - "We want to do what's in the client's best interest, whatever that may be. And so I help people have a compliance mindset when making those decisions on the front end so that it's not so scary on the back end." ~ April Turch Links April Turch on LinkedIn Wolf Group Capital Advisors Financial Planning Association Bob Len Are We There Yet? Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Google Podcasts Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com. Disclosure The Connected Advisor and Wolf Group Capital Advisors are not affiliated entities. The views expressed on this program are not necessarily the views of Wolf Group Capital Advisors. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognition Past performance is not a guarantee of future results. (edited)
    Más Menos
activate_primeday_promo_in_buybox_DT
Marketing Economía Finanzas Personales
Más Menos

Lo que los oyentes dicen sobre How Compliance Fuels Sustainable Growth with April Turch

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles