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How can I show value to clients?
How can I show value to clients?
March 8, 2023 @ 2:00 pm – 3:00 pm
Join our workshop with Sam Adams who discusses how advisers can show value to clients.
Topics to be covered include:
- Listen to how other advisers have increased revenue and AUM.
- Tips from advisers on never having to say sorry for investment performance again.
- Passive investments outperform 86% of active investments over a ten year period1, learn how Smart Beta outperforms passive.
- Will discuss ‘do clients care about investment performance?’.
1 [Online] Morningstar Active-Passive barometer
Structured CPD Applicable.
For Financial Professionals Only
Sam Adams, Non-Executive Director at EBI Portfolios
Samuel Adams joined EBI’s board as a Non-Executive Director in September 2020, bringing a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously, Sam started Dimensional’s Financial Advisor business in the UK & Europe, leading it for 10 years. In 2016 he founded Vert Asset Management, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading EBI’s charge into the adoption of sustainable and ESG investing, and aiding in delivering this philosophy to advisers and investors.
