Why Client Relationships in Wealth Management Don’t Behave Like Sales Pipelines

Client relationships in wealth management don’t behave like sales pipelines. They form through networks, grow through tension and resolution, and hold up only when trust is built between individuals, not between a client and a brand.  
 
In this conversation, Matt Zeigler,Managing Director at Sunpointe Investments, joins Vlad Voskresensky, co-founder of Revenue Grid, to unpack how those dynamics play out in practice, from the service models that drive retention to the line between tools that help and tools that get in the way.