“To succeed, you need to know how your model works, who you want to work with, and—most importantly—stay true to your passion.” – Kendra Thompson
In this episode of #PULSEPoint episode sparked some amazing conversations on:
- Mastering client onboarding – getting it right from the start
- Retaining top talent – keeping the best minds engaged
- Transforming advisor relationships – building trust that lasts
But one topic really stood out: people dynamics in wealth management. Whether it is fostering inclusive teams, empowering women in leadership, or embracing AI for better decision-making—success is about relationships.
