---
title: "Building Client Trust Through Core Values with Ted Bovard"
description: "In this episode of The Connected Advisor, Kyle Van Pelt talks with Ted Bovard, Principal at Fort Pitt Capital Group."
url: https://www.milemarker.co/podcast/building-client-trust-through-core-values-with-ted-bovard
updated: 2024-07-30
---
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Episode 54 · Jul 30, 2024 · 42 min

# Building Client Trust Through Core Values with Ted Bovard

 [**Ted Bovard***CEO & Founding Partner, Fort Pitt Capital Group*](https://www.milemarker.co/podcast/guests/ted-bovard)

 [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S)

## 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

[Listen to this week’s episode](https://open.spotify.com/episode/3UZPhSA6rHwjarSt6tEdT0?si=45e5c2d2dc264145)

## Episode 54

In this episode of Next Mile, [Kyle Van Pelt](https://www.linkedin.com/in/kylevanpelt/) talks with [Ted Bovard](https://www.linkedin.com/in/ted-bovard-02832023/), CEO and Founding Partner at [Fort Pitt Capital Group](https://www.fortpittcapital.com/).

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.

#### **Connect with our hosts**

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[Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/)

[Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/)

#### **Subscribe and stay in touch**

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[Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S)

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**While there, please don’t forget to Download, Like, and Subscribe.**

If you’d like to schedule a time to talk with me about anything we cover on our podcast or [Milemarker](https://www.milemarker.co/), [click here for 15 minutes](https://meetings.hubspot.com/kyle-van-pelt).

Kyle Van Pelt

 [**Ted Bovard***CEO & Founding Partner, Fort Pitt Capital Group*](https://www.milemarker.co/podcast/guests/ted-bovard)

Next Mile

Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday.

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