How Susan Kingsolver’s approach drives her $2.6 billion practice
- Morgan Stanley advisor Susan Kingsolver manages $2.6 billion with a team of eight
- She insists on having quarterly meetings with each of her clients
- Kingsolver believes in building deep relationships with her clients
- She believes that understanding her clients’ personal lives helps her provide better financial advice
Morgan Stanley advisor Susan Kingsolver manages an impressive $2.6 billion with a team of eight. What sets her apart is her commitment to building deep relationships with her clients. Kingsolver insists on having quarterly meetings with each of her clients, where she takes the time to understand their personal lives and any significant life changes they may be going through. She believes that this touchpoint helps her provide better financial advice and tailor her services to meet her clients’ needs. Kingsolver’s approach has earned her recognition as the 75th-ranked female advisor nationally.
Public Companies: Morgan Stanley (MS)
Private Companies:
Key People: Susan Kingsolver (advisor)
Factuality Level: 3
Justification: The article is very short and does not provide much information. It mainly consists of a quote from a Morgan Stanley advisor about the importance of quarterly meetings with clients. There is no misleading information or bias present, but the article lacks depth and relevant details.
Noise Level: 2
Justification: The article is mostly filler content and does not provide any meaningful information or analysis. It is a brief mention of a financial advisor’s practice of having quarterly meetings with clients, without providing any insights or evidence to support the claim that it is a good way to maintain relationships with clients.
Financial Relevance: Yes
Financial Markets Impacted: No
Presence of Extreme Event: No
Nature of Extreme Event: No
Impact Rating of the Extreme Event: No
Justification: The article does not pertain to financial topics or describe any extreme events.
www.barrons.com 
