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Ground Control
DWA Managed Accounts
24 episodes
6 months ago

Hear from industry thought leaders in an open and transparent discussion format. This original series was the first Ground Control channel to launch and received popular feedback and ratings. Advisers and clients found value in the insights offered by the guest panelists that were open and candid about many of the issues affecting the industry and most importantly the world. During times like COVID-19 uncertainty was at it's peak and it is reassuring to know what is going through the minds of these key thought leaders in the financial sector.


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This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Diverger may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Diverger may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.


Hosted on Acast. See acast.com/privacy for more information.

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Investing
Business
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All content for Ground Control is the property of DWA Managed Accounts and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Hear from industry thought leaders in an open and transparent discussion format. This original series was the first Ground Control channel to launch and received popular feedback and ratings. Advisers and clients found value in the insights offered by the guest panelists that were open and candid about many of the issues affecting the industry and most importantly the world. During times like COVID-19 uncertainty was at it's peak and it is reassuring to know what is going through the minds of these key thought leaders in the financial sector.


------

This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Diverger may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Diverger may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.


Hosted on Acast. See acast.com/privacy for more information.

Show more...
Investing
Business
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Client Behaviour in an Asymmetric Financial World
Ground Control
19 minutes 49 seconds
5 years ago
Client Behaviour in an Asymmetric Financial World

This edition of Ground Control we have special guest Andrew Inwood from CoreData Research who provides some valuable insights based on the research CoreData have been doing. Specifically around the adviser sentiment, how are the advisers really feeling during these times of uncertainty…Positive? Optimistic or Pessimistic? Andrew also explains how client sentiment is travelling with a huge drop on 1st April, but what have the statistics shown thereafter?


Have you heard of the term “The Hammer and the dance”? The biggest question people are searching for is what happens in the second wave of the Corona Virus? We find out the relevance of the Hammer and the dance and explore the three potential scenarios of economic recovery that we are potentially faced with. 


Diving into the market and investor behaviour, Andrew reinforces that today’s financial world currently is going to be asymmetric, there is hard work involved in understanding what is happening right now. Communication is vital and Andrew introduces a post Jungian (Karl) Behavioural Framework and how you can use it to break down clients into 4 distinct behavioural segments. Understanding this, helps you to understand and communicate effectively during times where nervous tension is very much prevalent. 



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This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.


Hosted on Acast. See acast.com/privacy for more information.

Ground Control

Hear from industry thought leaders in an open and transparent discussion format. This original series was the first Ground Control channel to launch and received popular feedback and ratings. Advisers and clients found value in the insights offered by the guest panelists that were open and candid about many of the issues affecting the industry and most importantly the world. During times like COVID-19 uncertainty was at it's peak and it is reassuring to know what is going through the minds of these key thought leaders in the financial sector.


------

This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Diverger may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Diverger may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.


Hosted on Acast. See acast.com/privacy for more information.