Walk in my shoes - Episode 49
How to become a trusted advisor? Why understanding your value as an advisor could be the key to establish a long-term relationship with your clients?
Research shows that the new generation of wealth, including milennials and women of wealth, wants more comprehensive and personalised support from their professional advisors (private client advisors, wealth management, private banking, independent financial advice, tax and legal sectors) to address their values-based economic, environmental, and societal goals. They are more likely to trust advisors that share their values and that are genuinely interested in helping them achieving great impact with their wealth.
During this session, we will discuss the importance for advisors to understand their own values to be able to meet the needs of their clients, match impact investment strategies and products with their values and goals, having a meaningful discussion, and develop impactful and suitable approaches.
Chair Ceris Gardner, Partner, Maurice Turnor Gardner LLP
Panel David Stearn, CEO, Affinity Private Wealth and Jaime McLemore, Withers LLP.