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Big Picture In Practice

Big Picture In Practice

Von: Morningstar Ben Johnson Julie Willoughby
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 Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.Morningstar Management & Leadership Persönliche Finanzen Ökonomie
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  • The Crypto Adoption Curve: Lessons From ETFs With Grayscale Leaders

    The Crypto Adoption Curve: Lessons From ETFs With Grayscale Leaders
    Jul 31 2025

    Grayscale’s Dave LaValle and John Hoffman share how advisors can navigate crypto’s rapid evolution, from understanding the technology and ETF parallels to preparing for regulatory shifts and AI-driven innovation as digital asset adoption accelerates.

    Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts
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    41 Min.
  • How Financial Advisors Can Deliver Tax-Savvy, Evidence-Driven Value

    How Financial Advisors Can Deliver Tax-Savvy, Evidence-Driven Value
    Jul 18 2025

    Additional resources:

    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/evidence-driven-financial-advisor-value

    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

    Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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    45 Min.
  • How Advisor Engagement Strategies and Investment Solutions Are Driving Stronger Client Relationships

    How Advisor Engagement Strategies and Investment Solutions Are Driving Stronger Client Relationships
    Mar 6 2025

    Additional resources:

    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/advisor-engagement-strategies

    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

    Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

    Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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    40 Min.
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