Between Meetings with Matt Heine cover image

Ep 69: Building a wealth business with investment insight – David Wright

Between Meetings with Matt Heine

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Direct Equity - How Much Pressure Overtime Have You Had to Expand the Type of Research?

You get a lot pressure from managers themselves to look at products that not always do we think they're good or worthy of being researched. We don't have an expertise in that space. A lot of the brokers very good at research, id argue, maybe not that greatat, poor fellow of construction. So it's just not a spice we felt we had a competitive edge or advantage insi if that's the case, don't do it. And what's the culture that you tried tobuild within the business? You know how much be interested i your comments on this. It started with kind of psychometric testings as an additional tool and needing more people in the business,. which is

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