Advising Australians on Sustainable Investing: Revealed Preferences #3
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice 14 November 2023
Proudly sponsored by Capital Preferences
In this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice.
To start boosting your business with revealed preference methods, visit Capital Preferences.
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