First Trust ROI Podcast
Ep 7 - Jim Bowen - What’s the Secret to Success in Financial Services? - ROI Podcast
Nov 3, 2023
Jim Bowen, CEO of First Trust, talks about the importance of intellectual freedom, service to others, and challenging the narrative in the financial services industry. They discuss the value of financial advisors, the implication of lack of diversity of thought in universities, views on inflation and its potential impact on the economy, and American exceptionalism, citizen engagement, and social media's impact.
29:15
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Quick takeaways
- Financial advisors play a vital role in safeguarding clients' wealth and serving their best interests, providing personalized guidance based on deep relationships.
- First Trust promotes intellectual freedom, diverse perspectives, and critical thinking for growth and innovation, recognizing the value of different viewpoints.
Deep dives
The Importance of Financial Professionals in Investment Solutions
First Trust prioritizes distributing investment solutions through financial professionals rather than directly to retail investors. The company believes that financial advisors play a vital role in safeguarding clients' wealth and serving their best interests. The deep relationships financial advisors have with their clients make them instrumental in providing personalized guidance. First Trust values the expertise of financial professionals and recognizes their ability to better serve clients compared to distributing directly to investors.
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