WealthTech on Deck

Creating the Ideal Client Experience with Scott Holsopple

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In this episode, Jack talks with Scott Holsopple, Chief Growth Officer at Hightower Advisors.

Scott has 20 years of experience in investment banking, private equity, and wealth management. Scott and his team at Hightower work with firms to help them stand out and achieve the vision for the next chapter of their business.

Scott and Jack discuss what goes into a thoughtful client experience and how adding value and scale helps achieve organic business growth.

"We’re in an ever more competitive industry. Technology is enabling us to do more things. Firms with scale are really deploying assets and specialties and expertise in a way that's never been done before in this industry. And I think it's going to require us to be more thoughtful.” ~ Scott Holsopple


Main takeaways 
  • Aim for organic business growth. Add value and scale to certain areas of the business, but never to the unique end-client experience. 
  • The true disruption in wealth management is how advisors can provide an intuitive and relevant experience for their clients by using technology.
  • To institutionalize a growth mindset in a firm, identify behaviors that can eventually become learned behaviors. 
  • There are three things to consider when growing your business: know what you want to achieve, structure your business according to your objectives, and be thoughtful when providing the end-client experience.

    • Links
    • Scott Holsopple on LinkedIn
    • Hightower Advisors
    • Lexington Wealth Management
    • Salesforce

      • Connect with our hosts
      • LifeYield
      • Jack Sharry on LinkedIn
      • Jack Sharry on Twitter

        • Subscribe and stay in touch
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          WealthTech on DeckBy LifeYield
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