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Perspectives on Growth

Perspectives on Growth

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Growth is the lifeblood of all financial institutions. Growth is universal regardless of your tenure, position, or organization. Perspectives on Growth will explore ideas, strategies, tools, and tactics that help financial institutions execute better to grow faster. And each edition will be delivered in under ten minutes.

© 2026 Perspectives on Growth
Erfolg im Beruf Ökonomie
  • Serving Multigenerational Families: Part 1 (Why & Why Now)
    Jan 28 2026

    Beginning in 2026, trillions of dollars will begin transferring between generations, reshaping the future of wealth and advice. In this episode of Perspectives on Growth, Matt Johnston launches a new series on multigenerational planning—why it matters, why it’s difficult, and why now is the time for advisors to engage entire families. Explore the opportunity, complexity, and long-term business impact of serving wealth across generations.

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    9 Min.
  • The Battles That Shape Us
    Jan 7 2026

    As we begin 2026, goal setting is everywhere—but growth isn’t shaped by goals alone. In this episode of Perspectives on Growth, Matt Johnston explores how the challenges and setbacks of 2025 influence our mindset, confidence, and direction, and why reflecting on those battles is critical to setting stronger, more intentional goals. Learn how to reframe adversity into fuel and use it to drive clarity, resilience, and meaningful progress in the year ahead.

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    8 Min.
  • What Does the Future Entail?
    Aug 4 2025

    In this episode of Perspectives on Growth, Matt Johnston explores the future of wealth management through insights from the book Wealth 3.0 and poses six critical questions shaping how advisors engage with clients. He challenges listeners to rethink the role of advice in an AI-driven world—shifting from product-focused sales to holistic, human-centered relationships. It's a thoughtful look at what it means to truly serve clients in the next era of financial services.

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    7 Min.
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