Episode
Alternative Investments for High-Net-Worth Clients | EP.24
- Published
- Jun 3, 2025
- Duration seconds
- 1293
- Processing state
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Summary
In this Alternative Allocations podcast episode, Christine and Tony discuss the evolving landscape of high-net-worth client demands, particularly their growing interest in alternative investments. Christine emphasizes the importance of advisors developing a strategic approach to alternatives, including the need for client education and the role of IWI in providing training and resources. The episode also highlights the challenges and benefits of incorporating alternatives into investment strategies and the rise of specialized teams in wealth management. Christine Gaze, CFP®, CIMA,® is the Founder and Managing Partner of Purpose Consulting Group, where she leads the development of innovative practice management programs that empower financial professionals to grow with purpose. Christine has held a variety of influential leadership roles across the financial services industry, including Head of Practice Management at TD Ameritrade, Managing Director of Professional Development at AllianceBernstein, National Sales Manager for Lending at Prudential Securities (now Wells Fargo), and Executive Director at Morgan Stanley. Christine specializes in research-driven insights and custom content that drive measurable business results. Purpose Consulting Group's signature program, Planning with Purpose™, equips advisors with the knowledge and confidence to make wealth planning central to their practice. Christine also leads development of the annual Changing Fee Landscape guide, the industry's go-to resource on financial planning fees. She has published a variety of white-label programs on high-performing teams, intergenerational wealth transfer, advanced planning advice for high-net-worth clients, and longevity planning. Passionate about lifelong learning and giving back, Christin…