TRAP: The Real Adviser Podcast 66 - From Panic to Poise: Guiding Clients Through Market Volatility
29 snips
Mar 13, 2025 This discussion dives into ways financial advisors can guide clients through turbulent market conditions with effective communication. The hosts tackle investment strategies, comparing passive and active approaches, while addressing the challenges posed by market volatility. They also share humorous insights into a company's quirky rebranding efforts. Additionally, there's buzz about upcoming events and community networking opportunities, emphasizing camaraderie and best practices in the financial advisory landscape.
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Tangen's Talk
- Andy Hart and Alan Smith attended a London Business School talk by Nikolai Tangen, manager of Norway's sovereign wealth fund.
- Tangen discussed topics like why the wealthy complain, the value of education, and technology's rapid advancement.
SJP's Inflows vs. Outflows
- St. James's Place (SJP) experienced substantial outflows despite large inflows, resulting in only 2% AUM growth.
- This highlights the challenge of asset outflows exceeding market growth.
Aberdeen's Rebranding
- Aberdeen's rebranding efforts, which involved dropping and subsequently reinstating the letter 'e', proved unsuccessful and costly.
- Avoid unnecessary rebranding exercises.
