IMAP Podcast Series - Independent Thought
Episode 16: What will it take to serve retail investors in 2023?
Nov 01, 2022
Episode 16
IMAP
This podcast examines the challenges of servicing Retail investors' demands in 2023
- What is your value proposition for different groups of clients and how to create a sustainable service option
- Technology to implement your proposition and communicate efficiently with clients
- ESG: what are client preferences and how can advisors become comfortable in discussing ESG with clients.
- Ethical thinking in dealing with clients
- Geopolitics: handling client concerns
- Communicating with clients around volatility and appropriate actions or need to not make changes if not appropriate
Featuring:
James Freeman, Philo Capital Advisers
Nick Mitchell, Mason Stevens
Steven Tang, Zenith Investment Partners
Rick Di Cristoforo, Morningstar
Moderated by David McDonald, CFA - IMAP