Episode 54 · Jul 30, 2024 · 42 min
Building Client Trust Through Core Values with Ted Bovard
About this episode
In this episode of The Connected Advisor, Kyle Van Pelt talks with Ted Bovard, Principal at Fort Pitt Capital Group. Ted shares his unconventional path to wealth management and the pivotal moments that shaped his career. Emphasizing the importance of long-term planning over chasing returns, Ted discusses Fort Pitt's client-first approach, the firm's five-step onboarding process, and how they leverage teamwork and technology to enhance their services. Kyle and Ted also explore the importance of strong core values, and the impact of AI and technology on the future of financial services.
The write-up
Episode 54
In this episode of Next Mile, Kyle Van Pelt talks with Ted Bovard, CEO and Founding Partner at Fort Pitt Capital Group.
Ted shares his unconventional path to wealth management and the pivotal moments that shaped his career. Emphasizing the importance of long-term planning over chasing returns, Ted discusses Fort Pitt’s client-first approach, the firm’s five-step onboarding process, and how they leverage teamwork and technology to enhance their services. Kyle and Ted also explore the importance of strong core values and the impact of AI and technology on the future of financial services.
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Kyle Van Pelt
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