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What do all high advisors have in widespread? A hyper-focus on shopper service, after all, but additionally an obsession with progress—the dual pillars of any profitable wealth administration enterprise.
But the “progress mindset,” because it’s typically referred to as, isn’t essentially an innate trait however one that may develop over time and most definitely be realized from others—like this episode’s visitor, Onur Erzan.
For Onur, it was a mindset that developed in enterprise faculty and continued via practically 20 years on the powerhouse international consulting agency McKinsey & Firm, the place his most up-to-date position was senior accomplice and co-leader of its Wealth & Asset Administration observe.
But a need to have a extra lasting influence on the area led Onur to affix AllianceBernstein in 2021. As Head of the World Shopper Group and Head of Non-public Wealth, he oversees the agency’s total personal wealth administration enterprise and third-party institutional and retail franchise, and is liable for all shopper companies, gross sales and advertising and marketing, in addition to product technique, administration and growth worldwide.
On this episode with Mindy Diamond, Onur discusses how a mindset in direction of progress is transcending the tradition at Bernstein, together with:
- The agency’s worth proposition—and what makes it engaging to high advisors.
- The excessive web price and ultra-high web price focus—and the way their strategy differs from different companies.
- Their distinctive mixture of proprietary and open structure managers—and the way selection of managers enhances each advisor and shopper expertise.
- The particular intentions and actions that influence progress—and the way the agency’s tradition can affect every.
- The actual worth of getting a progress mindset—and the important thing issues advisors want to concentrate to.
Plus, Onur presents his viewpoints on the way forward for wealth administration, the worth of expertise, his perspective on AI, and rather more.
We hear from advisors on a regular basis in regards to the significance of progress, however this can be a distinctive “different facet of the desk” perspective from a agency chief who has steered a few of the most prestigious teams on Wall Avenue—so make sure you pay attention in.
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