Communication with Managers
Jeff discusses the varying frequency of communication with investment managers, emphasizing the importance of transparency and accessibility. He highlights the necessity of building strong relationships with clients, going beyond portfolio management to assist with various financial needs, which fosters trust and appreciation. The conversation reveals that genuine engagement is key, regardless of the size of the client base.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
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