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The Growth Formula #1
Manage episode 418267160 series 1398082
In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions.
Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/elizabeth-koehler-cfa-757b63/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
945 episodes
Manage episode 418267160 series 1398082
In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions.
Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/elizabeth-koehler-cfa-757b63/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
945 episodes
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