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	Podcast:		MDRT Podcast
	Episode:		Making the full-service, family office model accessible to clients
	Category:		Business
	Duration:		00:11:35
	Publish Date:		2026-05-01 10:42:47
	Description:		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
	Total Play:		0