Building Client Trust Through Core Values
Core values are the foundation of lasting client trust in financial advisory — this podcast episode explores how purpose-driven firms build unshakeable relationships.
Kyle Van Pelt
CRO & Cofounder
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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