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’…
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