Serving Clients in Life's Most Difficult Moments with Anne McPhail

About this episode

Kyle Van Pelt interviews Anne McPhail about serving clients during difficult life moments in wealth management.

Episode 140: This week, Kyle Van Pelt talks with Anne McPhail, Managing Director at Novare Capital Management. With more than 30 years of experience across corporate banking and wealth management, Anne brings deep experience in wealth management, with a focus on guiding clients through major life transitions and building advisory relationships rooted in trust, empathy, and long-term perspective. Anne talks with Kyle about what it truly means to serve clients through life's most important and often most difficult moments. She shares how genuine empathy and thoughtful financial strategy come together to create meaningful client relationships, how leading advisory firms deliver a consistent, high-touch experience at scale, and how Novare develops the next generation of advisors without compromising trust. In this episode: (00:00) - Intro (01:43) - Anne's money moment (04:18) - Novare's life transition playbook (07:13) - Scaling personalized service across the firm (09:06) - Anne's advice for young wealth professionals (11:19) - Developing the next generation of advisors (18:28) - Staying current in a changing industry (21:17) - Integrating planning into every aspect of clients’…

People in this episode

Host: Kyle Van Pelt

Guest: Anne McPhail

Topics covered

• wealth management
• client relationships
• life transitions
• empathy in finance
• advisory services
• financial strategy

Keywords

• wealth management
• life transitions
• client relationships
• empathy
• financial strategy
• advisory firms
• trust

Mentioned in this episode

Organizations: Novare Capital Management

More episodes of Next Mile

• How to Build a Scalable Firm Without Tech Overload with Dan Johnson · June 9, 2026 · 35 min
• The Hidden Economics Behind High-Growth Advisory Firms with Patrick Kelly · June 2, 2026 · 46 min
• How Modern RIAs Can Scale Fast with Vib Arya and Sean Meighan · May 26, 2026 · 36 min
• The Hidden Infrastructure Powering Modern Advisory Firms with Aaron Wormus · May 19, 2026 · 34 min
• The Difference Between Growing Fast and Growing Well with Tim Gavin · May 12, 2026 · 33 min
• Growth, Alignment, and the Future of Advisor-Led Wealth Firms with Scott Schwartz · May 5, 2026 · 46 min