Ensombl Advice Australia artwork

Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #3

Ensombl Advice Australia

English - November 14, 2023 11:20 - 59 minutes - 66.1 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #4
Next Episode: Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #2

In this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice.

Adam Drinkwater LinkedIn: https://www.linkedin.com/in/adam-drinkwater-a8944b70/
Treysta Wealth Website: https://www.treystawealth.com.au/
Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/
Capital Preferences Website: https://www.capitalpreferences.com/
Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network

To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115

Join the Ensombl platform:
App Store: http://www.ensombl.com/apple
Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/