Jan 30 2025 36 mins 3
In a new episode of Head to Head, Caroline Gundeck (Managing Director, Head of Client and Field Engagement at Morgan Stanley Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to share how she became one of the industry's leading community builders, her team's powerful approach to high-net-worth clients and what it takes to be successful in a "relationship business."
"This has been and always will be a relationship business. The reason clients do business with you is because of that trusted relationship. They work with you because you can deliver everything else, but they want to work with people they like and trust." - Caroline Gundeck
To watch the video version, go to https://www.youtube.com/@FSInvestments
For more research insights go to FSInvestments.com
https://bit.ly/m/fsinvestments
