Making the full-service, family office model accessible to clients

How do you define the services that your practice offers in a way that generates client understanding and engagement? In this episode, MDRT members share how they communicate the components of their business that represent a family office model, and what that means to and for clients. You’ll hear from: Tim Bosworth, CFP Brandon Heckert, AAMS, CFP Episode breakdown: 0:28 – How to describe exactly what your firm is doing 2:05 – Defining exactly what a family office does 5:04 – Bringing accessibility to clients’ experiences and understanding of your services 8:58 – Providing detailed financial advice no matter what the asset level

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Making the full-service, family office model accessible to clients is an episode from MDRT Podcast by MDRT Podcast.

This episode is 00:11:35 long.

This episode was published on May 1, 2026.

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