Independent Thought Highlights: What will it take to serve retail investors in 2023

Podcast Highlights - What will it take to serve retail investors in 2023This summarised  and short version of podcast episode 16 picks out the key 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 AdvisersNick Mitchell, Mason StevensSteven Tang, Zenith Investment PartnersRick Di Cristoforo, Morningstar Moderated by David McDonald, CFA -  IMAP