In this episode, Jeff and Alisa discuss: 

• How WisdomTree has differentiated themselves on asset management and value adds.

• Remaining curious and taking on new tasks to help you expand your own career.

• Client requirements and customizations.

• Reaching minority advisors and finding new great talent.

Key Takeaways: 

• A good product is no longer enough to build solid relationships with clients.

• Create a customized client experience, bespoke not boilerplate.

• Think like an owner, not like an advisor. You sometimes have to give something up in order to grow your business further.

• It’s about relationships and people, not about the numbers.

"The people, the management, and how they are incentivized is really critical." —  Alisa Maute