The Best Strategies for Effective Client Communication in Wealth Management | The Deep Dive | S1 E2
In this episode, Jay Hummel talks with J.D. Gardner, co-founder and CIO of Aptus Capital Advisors about the best ways to maintain good relationships with clients and how to best communicate strategy and results. Plus, these two experts discuss the unique and dynamic role of an OCIO (Outsourced Chief Investment Officer) in today’s business environment, and why you may need one.
The Deep Dive is a biweekly series focused on the wealth management business. Host Jay Hummel, co-founder of the Wealth Advisor Growth Network, interviews financial industry leaders to help advisors and firms deliver better outcomes for clients, while increasing revenue and the value of their firms.
00:00 Introduction
1:48 J.D. Gardner’s Background and Common Mistakes Advisors Make
6:31 The Role of a COIO
9:09 Value Propositions in Investments
12:23 Importance of Consistency and Conviction in Investment Philosophy
14:14 Future Trends
The Best Strategies for Effective Client Communication in Wealth Management | The Deep Dive | S1 E2
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