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.

From Cautious to Confident: Advisors and ESG Investing Conversations

2022-01-25T17:51:29+00:00

ESG investing is on the rise, but advisors are cautious of having values-based conversations. Behavioral profiling solutions are needed for advisors to navigate these nuanced conversations.

From Cautious to Confident: Advisors and ESG Investing Conversations2022-01-25T17:51:29+00:00

Fiduciary “Best Interest” Accounts for Plan Participants’ Risk Preferences – Shouldn’t It Also Justify ESG Preferences?

2022-01-10T23:25:08+00:00

Capital Preferences has posted a comment to the SEC regarding a proposed rule change that would allow pension plan operators include ESG funds in their fund lineups.

Fiduciary “Best Interest” Accounts for Plan Participants’ Risk Preferences – Shouldn’t It Also Justify ESG Preferences?2022-01-10T23:25:08+00:00

The ESG Preferences-to-Portfolio Gap is Real – and It Affects Over Half of Advised Investors

2021-12-09T15:24:20+00:00

We estimate that 55% of investors have a mismatch between their ESG preferences and portfolio – a clear opportunity for advisors to sharpen their pencils when profiling clients about ESG.

The ESG Preferences-to-Portfolio Gap is Real – and It Affects Over Half of Advised Investors2021-12-09T15:24:20+00:00

What Personalized Shoes Tell Us About Unlocking Direct Indexing’s Upside

2021-07-29T04:08:02+00:00

Today’s portfolio personalization (via direct indexing) can’t be realized with conventional client diagnostics. Look to shoe personalization for clues on how diagnostics need to evolve.

What Personalized Shoes Tell Us About Unlocking Direct Indexing’s Upside2021-07-29T04:08:02+00:00

Without Better Client Diagnostics, Direct Indexing has Limited Upside

2021-09-13T16:53:41+00:00

The frenzy of direct indexing acquisitions will make tax-loss harvesting table stakes. Direct Indexing's upside is personalization, but precise client diagnostics are needed.

Without Better Client Diagnostics, Direct Indexing has Limited Upside2021-09-13T16:53:41+00:00

How Choice Overload Could Put the Brakes on the ESG Investing Boom

2021-09-13T15:31:54+00:00

First-time ESG investors are likely to feel “choice overload”, which means fewer will choose to invest and those who do will feel more regret.

How Choice Overload Could Put the Brakes on the ESG Investing Boom2021-09-13T15:31:54+00:00

3 Hidden Risks in Wealth Management Personalization…And What to Do About Them

2021-09-13T15:32:45+00:00

As large wealth management firms head into the middle innings of advice transformation, they’ll face a new set of personalization risks.

3 Hidden Risks in Wealth Management Personalization…And What to Do About Them2021-09-13T15:32:45+00:00

Executive Summary – Purposefully Personal: Crafting a High-Growth ESG Experience

2021-09-13T15:34:45+00:00

Here's our take on building a personalized (and differentiated!) sustainable investing experience for clients. It's a spot where, in our view, wealth management firms are falling short.

Executive Summary – Purposefully Personal: Crafting a High-Growth ESG Experience2021-09-13T15:34:45+00:00