Sunday, August 14, 2022
HomeWealth ManagementThe Wealth Firm of the Future: Mercer Advisors' Martine Lellis

The Wealth Firm of the Future: Mercer Advisors’ Martine Lellis


Sponsored by 

pershing-podcast-logo.png

Over the next several years, the most successful firms in the wealth management industry will be those that have a clear vision for how human capital, technology and client service intersect to drive growth. 

In this episode of NEXT, Mark Bruno, managing director at Informa Wealth Management, speaks with Martine Lellis, chief talent and administrative officer at Mercer Advisors, about creating a defined client experience, attracting and retaining NextGen talent—and how the role of financial advisor is evolving in line with client need. 

Mark and Martine discuss:

  • The key elements of a great client experience
  • How specialists can integrate within financial advisory firms
  • The role “curiosity” will play in driving growth
  • What advisors can learn from the medical profession about supporting clients 

RELATED ARTICLES

LEAVE A REPLY

Please enter your comment!
Please enter your name here

- Advertisment -
Google search engine

Most Popular

Recent Comments