FireSide: A Podcast Series from Future Standard
FireSide: A Podcast Series from Future Standard
Future Standard
Head to Head x Caroline Gundeck: This is a relationship business
36 minutes Posted Jan 30, 2025 at 10:00 am.
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Introduction
Caroline's career journey
The importance of building relationships
The mentor's advice she never forgets
Helping advisors ask for help
Advocating for women in financial services
"The Thursday Night Call"
Success stories from community building
What it takes to be a great leader
Advocating for women in leadership
"Delivering the firm"
What are clients asking for?
Personal life and philanthropy
Advice for your 20-year-old self
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Show notes
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 d...