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Pat Spenner

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Head of Marketing & Strategy at Capital Preferences
Articles & Research

28 September 2023

Adviser at the Helm: How to Guide Clients Through Sustainable Investing to Build Trust and AUM

The research is clear, sustainable investing (SI) is not a passing fad. But it is a giant gap. Recent data shows nearly 60% of Australian investors place high…

Pat Spenner
Head of Marketing & Strategy at Capital Preferences

15 September 2023

Re-profile your clients: a prescription for building trust and growing AUM

Risk profiling is often one and done – since it’s treated as a compliance “tick the box” formality. But the research suggests it’s worth a…

Pat Spenner
Head of Marketing & Strategy at Capital Preferences

18 August 2023

Advising the Modern Couple on Risk – Navigating Hidden Preference Gaps

When it comes to couples and relationships, what goes unsaid is often more important than what gets said.  It’s no different in an advice context.  It’s…

Pat Spenner
Head of Marketing & Strategy at Capital Preferences

27 July 2023

Behind the Behaviours: Using Revealed Preferences to Understand What Clients Can’t Tell You

Financial advice stands on the brink of an era shift in client diagnostics, much as medicine went through in the early 20th century with the Xray and lab-based…

Pat Spenner
Head of Marketing & Strategy at Capital Preferences