Episode 13: The importance of communication in managing risk
IMAP Podcast Series - Independent Thought
Chapters
1:21
The current market volatility
6:15
Client communications help build confidence
8:15
Risk and asset allocation - how a professional asset consultant can make a difference
10:18
Volatility - how to mitigate and how to take adantage
18:05
How managed accounts help clients and advisers to achieve their respective goals
24:44
What is the right amount of communication with clients, how often and whats the strategy
More Info
IMAP Podcast Series - Independent Thought
Episode 13: The importance of communication in managing risk
Aug 18, 2022
IMAP

Dan Miles of Innova Asset Management and Nat Webb of Dobbrick Financial Services discuss;

  • Recent market volatility and outlook 
  • Approaches to risk management
  • What works for clients and the value of education
  • Benefits of managed accounts and using external investment experts 

Moderated by David McDonald, CFA of IMAP