Episode 16: What will it take to serve retail investors in 2023?

This podcast examines the challenges of servicing Retail investors' demands in 2023What is your value proposition for different groups of clients and how to create a sustainable service optionTechnology 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 clientsGeopolitics: handling client concernsCommunicating 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