IMAP Podcast Series - Independent Thought
Independent Thought Highlights: What will it take to serve retail investors in 2023
Podcast Highlights - What will it take to serve retail investors in 2023
This summarised and short version of podcast episode 16 picks out the key 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
Podcast Highlights - What will it take to serve retail investors in 2023
This summarised and short version of podcast episode 16 picks out the key 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