In this episode of AdviserTech Unplugged, Chief Executive of O-IM, Lewis Hamm chats to our host Sim Sangha about the benefits of working with an investment manager that exists for you. Lewis chats about the importance of detailed security analysis in developing high quality portfolios and creating portfolios with specific objectives like SRI or AIM IHT.
Lewis explains how well researched companies form an integral part of their portfolio construction, and how that creates a wider choice for advisers. Lewis dives into the value proposition of an investment manager and how they can provide value for advisers and their clients.
Lewis talks about what their ideal client looks like, fellow trailblazers! People who are frustrated with their current provider and the complexity of the market where O-IM can partner with and support for the benefit of the end client.
Tune in here:
Ep 14: If you build it, they will come...
Ep 13: Helping firms move to a 9 day working fortnight
Ep 12: GIRL POWER! Meet the ladies that make moneyinfo great
Ep11: Becoming a tech company in the finance world
Ep10: The future of advice technologies
Ep 9: Engage, Educate, Empower - the secret to adviser content marketing
Ep8: What it means to be ”data driven”
Ep7: How NextGen Planners are supporting a movement of new-age firms
Ep6: The future of IFAs and DFMs
Bonus Ep: Technology through the eyes of a Gen Z
Ep5: How technology is reshaping financial services in a post-pandemic world with Ian Horne
Ep4: The do‘s and don‘ts of changing CRM providers with Chris Baigent-Reed
Ep3: Content marketing for financial advisers with Abbie Knight
Ep2: The importance of branding within the financial sector with Anna Plotnek
Ep1: A year in the life of a moneyinfo client - Ovation Finance
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