Prepared for UK professional advisers only. Charlie Parker, the managing director at Albemarle Street Partners meets Lee Robertson, the founder and CEO at Octo Members Group and former CEO of Investment Quorum. They discuss the role of anxiety in investment decisions and how advisers can help clients to hold their nerve when it comes to making the best decisions for their financial futures.
Lee is open about his own anxiety and what strategies have helped him personally. They talk about the importance of trust and...
Prepared for UK professional advisers only. Charlie Parker, the managing director at Albemarle Street Partners meets Lee Robertson, the founder and CEO at Octo Members Group and former CEO of Investment Quorum. They discuss the role of anxiety in investment decisions and how advisers can help clients to hold their nerve when it comes to making the best decisions for their financial futures.
Lee is open about his own anxiety and what strategies have helped him personally. They talk about the importance of trust and open communications when money is an emotive subject for many people. They describe the role of a financial adviser in dealing with uncertainty truthfully, helping clients to make sound decisions that will stand them in good stead for a broad range of scenarios.
During the podcast Charlie mentions research into influences on people's investment decisions, the research can be found here.
Our Investors' Guide to Markets, which is designed to support professional advisers in conversations with clients at critical junctures, is available to request here.
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To learn more about Albemarle Street Partners, visit aspim.co.uk
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