Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)

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Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)

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Join host Duncan MacPherson and his guest Rob Montella of First Trust as they discuss moving upstream in client engagement, emphasizing the need to understand client needs and enhance services through advisory councils. Rob shares insights from his time at Goldman Sachs and First Trust, highlighting the importance of adapting strategies for high-net-worth clients. Rob … Continue reading Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86) →

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