Welcome to What is Wealth Management — the show where we take industry buzzwords and decode them into plain English.In this episode, we take a hard look at one of the most overused phrases in the industry: client-centric. It’s everywhere — in mission statements, pitch decks, and advisor bios — but what does it really mean? And more importantly, are most firms truly living it or just using it?You’ll learn:Where the term came from (hint: not finance)The three traps that derail most “client-first” strategiesWhat client-centricity actually looks like when done rightWhy this concept is more critical now than ever beforeWhether you're a wealth manager trying to sharpen your message, or a client trying to understand what separates lip service from real service, this episode breaks it all down.

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