This week, tune in to ‘On the Circuit’ to hear from Jack Ginter, CEO & Founding Partner of Callan Family Office. Stick around for our second guest, Matt Middleton: CEO at Advisor Circle.

Enhancing client experience is an important goal for any wealth management professional, but for those with ultra high net worth clients, the stakes are even higher. On this week's episode of 'On The Circuit' we had the pleasure of talking to Jack Ginter, the CEO founding partner of Callan Family Office.

Jack shared his approach to creating a distinctive client experience for wealthy individuals, families and foundations with assets of $50 million and above. The secret ingredient to his success is multifold, but he gives ample credit to the small relationship to advisor ratio at Callan, which stays around 15-20 clients per advisor. In addition, Callan takes a team-based approach to their practice, with multiple different members handling relationship management, investments, service efforts and more.

With the right resources available, the advisor talent at Callan is able to focus on delivering a spectacular client experience.

Matt Middleton, CEO of Advisor Circle, agrees that relationships are the foundation of success in the financial industry. In fact, he predicts that the next new trend for advisor marketing will include influencer marketing, a popular tactic among B2C businesses.

While the word “influencer” might bring to mind the likes of Kim Kardashian or your favorite YouTuber, Middleton thinks advisors may benefit more from a micro-approach. That is, using your star clients to access communities in need of financial advice, and then partnering with relevant influencers in an authentic and creative way to build trust.

Listen to the full episode to hear more from these two industry powerhouses, including Middleton’s takes on building a positive company culture as CEO and the importance of maintaining mental health.