About Patrick Spenner

Helping companies transform their go-to-market and commercial strategy; Challenger marketing expert and author; living the dream in the land of the long white cloud.

Australian Quality of Advice Review – Look to Medicine as a North Star

2022-10-10T14:21:14+00:00

We commented on Australia's Quality of Advice Review. The industry must adopt more modern client diagnostics, much as medicine has embraced modern patient diagnostics in the provision of 'good medicine.'

Australian Quality of Advice Review – Look to Medicine as a North Star2022-10-10T14:21:14+00:00

Regulators Want More Behavioral Science in Financial Services – Let’s Go Beyond Nudging

2022-08-29T14:03:11+00:00

Regulators want firms to use more behavioral science in serving clients. Bravo! Behavioral science can enable firms to personalize financial wellbeing at scale.

Regulators Want More Behavioral Science in Financial Services – Let’s Go Beyond Nudging2022-08-29T14:03:11+00:00

EU Wealth Managers are Behind on Sustainable Preferences: Questionnaires are a Poor Band-Aid

2022-06-01T21:29:28+00:00

3-months out from EU regulatory mandates, only 25% of advisors ask about clients’ sustainability preferences. Time to speed it up…but for the love of clients, not with a new questionnaire.

EU Wealth Managers are Behind on Sustainable Preferences: Questionnaires are a Poor Band-Aid2022-06-01T21:29:28+00:00

Webinar Highlights: Crafting a High-Quality Sustainable Investing Experience

2022-03-17T16:58:52+00:00

We ran a webinar series with MSCI sharing insights and a roadmap for crafting a high-quality SI experience. In this post, we cover highlights and include replay links.

Webinar Highlights: Crafting a High-Quality Sustainable Investing Experience2022-03-17T16:58:52+00:00