Welcome to What is Wealth Management — the show where we take industry buzzwords and decode them into plain English.

In this episode, we take a hard look at one of the most overused phrases in the industry: client-centric. It’s everywhere — in mission statements, pitch decks, and advisor bios — but what does it really mean? And more importantly, are most firms truly living it or just using it?

You’ll learn:

• Where the term came from (hint: not finance)
• The three traps that derail most “client-first” strategies
• What client-centricity actually looks like when done right
• Why this concept is more critical now than ever before

Whether you're a wealth manager trying to sharpen your message, or a client trying to understand what separates lip service from real service, this episode breaks it all down.