How Investing is Evolving

Stuarts first guest is the exceptionally informative Rich Arnold. Rich brings 40 years strategic, corporate and M&A experience in the wealth management industry in both Australia and USA and shares his wisdom on the growth of the wealth management industry into what it is today.

INVESTED: Changing Forever The Ways Americans Invest by Charles Schwab

As a provider of investment solutions, it's really common for you to want to deliver an investment proposition that you are proud of, with satisfied clients and is good for your business. The problem is that to achieve that level of client satisfaction often involves personalising the experience to each and every client, which is often complex, difficult, laborious and operationally challenging.

Delivering personalised experiences can be frustrating, time consuming and expensive and if not done well, and can make you feel like you're delivering poor service, losing money or putting the business at risk.

The podcast is for anyone who is responsible for investment propositions, or those who are seeking to formulate and articulate the value of an investment proposition to their clients and business stakeholders.