pat.spenner@capitalpreferences.com

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.

Without Better Client Diagnostics, Direct Indexing has Limited Upside

2021-07-20T02:48:21+00:00

The frenzy of direct indexing acquisitions will make tax-loss harvesting table stakes. Direct Indexing's true upside is personalization, but without more precise client diagnostics, that upside is limited.

Without Better Client Diagnostics, Direct Indexing has Limited Upside2021-07-20T02:48:21+00:00

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

2021-06-27T22:52:44+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. Asset and wealth managers need to understand how choice overload works, so they can help their clients avoid it.

How Choice Overload Could Put the Brakes on the ESG Investing Boom2021-06-27T22:52:44+00:00

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

2021-06-24T20:24:36+00:00

As large wealth management firms head into the middle innings of advice transformation, they’ll face a new set of personalization risks. Winning firms will build a different sort of client insight “backbone” to mitigate these risks and bind together their personalization efforts.

3 Hidden Risks in Wealth Management Personalization…And What to Do About Them2021-06-24T20:24:36+00:00