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Fearless Referrals: Find a Comfortable Way to Ask Before 2011

Most advisers don't ask for referrals.
Given how much we love getting referrals and given that it's virtually a free way to market, why is this?
Join us to find out how advisers overcome their obstacles and ask for what they want.
Get clear on when to ask for referrals.
Learn a process for what to say to get referrals that works with the somewhat cynical consumer.
Recorded Nov 25 2010 47 mins
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Presented by
Matt Anderson, The Referral Authority
Presentation preview: Fearless Referrals: Find a Comfortable Way to Ask Before 2011
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  • Channel profile
  • Exploring Investment Opportunities in UK SME/Micro Businesses During Covid-19 Jul 22 2020 9:00 am UTC 45 mins
    Judith Mackenzie, Partner and Head of Public Equity | Nick Hawthorne, Fund Manager | Kevin Addison, Head of Sales
    Join Downing as they explore the exciting investment opportunities that have emerged during COVOD-19. This webinar will:
    1) Find hidden gems amongst this Covid environment ....

    2) Understandt the significant opportunities afforded to purchase quality companies at lower prices within this current climate

    3) Share why smaller/micro caps are under researched, overlooked by many & yet offering long term opportunity for investors
  • Bond ETF discounts: Cause for concern? Jul 17 2020 3:00 pm UTC 60 mins
    Tom Eckett, Deputy Editor, ETF Stream
    Over past few weeks, fixed income ETFs have widened on all-time high discounts amid the turbulence witnessed across global markets.

    Critics argue their concerns ETFs provide an “illusion of liquidity” offering easy access to extremely illiquid parts of the market, meanwhile, some investors will be disappointed the ETFs they invested in have failed to track their indices accurately.

    This webinar will explore whether these concerns are justified and if the recent structural issues highlighted will change the way bond ETFs are viewed by the market.
  • The Coronavirus Pandemic and Action Plan(s) for SMEs Jul 16 2020 2:00 pm UTC 60 mins
    Jahir Miah MloD | Professor Moorad Chaudhry | Andrew Stotz, Phd, CFA | Nurul Hai
    Once the Coronavirus pandemic slows down, it’s highly important for SMEs around the World to categorise priorities of action items and implement a number of immediate survival, recovery and super-growth strategies. Disruption in the supply chain and a sharp decline in demand were some of the major affected areas. Even if the Coronavirus Pandemic slows down in the near term, continued reduced demand would affect the businesses of SMEs to a large extent.

    Some of the key discussion areas:

    - Managing cash-flow crisis.
    - Deep analysis of supply and demand sides.
    - Business re-thinking and re-engineering.
    - Survival and super-growth strategies.
    - Short, mid and long-term continuity plans.
  • Looking beyond GDP for deep-value opportunities in Latin America Recorded: Jul 9 2020 58 mins
    Alfredo Vargas, Managing Partner and Francesca Whalen, Managing Partner | Integra Groupe
    Still deep-value and resilient we look at private investment opportunities throughout Latin America capable of providing higher risk-adjusted returns and diversification in investment portfolios. Whilst providing a quarterly update on the COVID and post COVID ecosystem Integra Groupe Partners will explore real assets, middle-market and uncorrelated strategies.
  • Panel: Q3 Outlook for Emerging Markets Recorded: Jul 9 2020 63 mins
    Antonio Curia, Wimmer Family Office | Rob Brewis, Aubrey Capital | Altaf Kassam, SSGA | Alfred Bryant, River and Mercantile
    COVID-19 has changed the investment world and disrupted markets, and Emerging Markets have not been spared. Governments and companies instituted policies requiring half the world's population to stay at home, business and markets have been affected in ways that are seen but yet to be felt fully. As the market prices change with such diverse investments as commodities and travel, how will the providers of these products & services fare? With digital services being widely consumed, will this be a boon for emerging markets to make up any deficit their exports may have caused?

    Join this Panel to hear:
    - An economic update on Emerging Markets;
    - How Emerging Markets are facing the “Covid19 Crises” and what are the main challenges of the Asset Class;
    - Risk and Opportunities

    Panel:
    Antonio Curia, Head of Economic Research Unit, Wimmer Financial LLP (Moderator)
    Rob Brewis, Fund Manager, Aubrey Capital
    Altaf Kassam, EMEA Head of Investment Strategy & Research, SSGA
    Alfred Bryant, Portfolio Manager, River and Mercantile Group
  • ETF resilience through recent market volatility Recorded: Jul 9 2020 27 mins
    Ivan Gilmore, London Stock Exchange and Jason Warr, BlackRock
    Financial markets had to navigate a huge market shock in Q1 this year, where some equity indices fell 30% in a little over 20 trading days. During this time of unprecedented volatility, London Stock Exchange and other European exchanges witnessed new records for ETF trading. Join this talk with Ivan Gilmore from London Stock Exchange and Jason Warr from BlackRock on ETF resilience throughout this turbulent period.

    They will discuss the impact on primary and secondary market trading and how they expect the ETF ecosystem to evolve with new innovative products, new functionalities such as RFQ 2.0 with order book sweep, as well as post trade enhancements.

    Speakers:
    - Ivan Gilmore, Head of Exchange Traded Products & Global Product Development, London Stock Exchange
    - Jason Warr, Managing Director, EMEA Head of EII Markets, BlackRock
  • What ETFs are telling us about market trends and where we may be going Recorded: Jul 9 2020 44 mins
    Amanda Rebello, Head of Passive Sales, UK, Ireland & Channel Islands, DWS
    In this webinar, Xtrackers will:

    - Give an overview of recent market flows,

    - Dive deeper into the incorporation of sectors, factors and ESG in portfolios during the COVID-19 global crisis,

    - Touch on valuations and momentum, and

    - Conclude on where product development is heading.
  • Investment Strategies to Capture China’s Growing Importance In Global Portfolios Recorded: Jul 8 2020 46 mins
    Sjef Pieters, Head of European Sales, KraneShares
    The size, increased international access, and differentiated performance characteristics of China's equity and fixed-income markets make having a sound investment strategy around China more critical than ever before.

    KraneShares offers core and thematic strategies for our clients to gain strategic access to China's markets.​

    Our core equity strategies include access to China A-shares and ESG opportunities. Our thematic strategy offers exposure to China's booming domestic consumption trend, which is increasingly taking place online. Our most recent fund provides exposure to China's bond market, which may provide a meaningful, uncorrelated source of yield for fixed income investors.

    Our strategies are formed based on our in-depth knowledge of investing and are differentiated through strong partnerships within China and around the world. We help investors stay up to date on global market trends and aim to provide meaningful diversification.

    About the speaker:

    Sjef Pieters joined KraneShares as the Head of European Sales in 2018 to build and expand the firm’s business and client base in Europe. He is responsible for managing relationships with a broad range of investor types including pension funds, (private) banks, wealth and asset managers and family offices.

    Prior to KraneShares, Sjef held a number of different business development and sales roles at different asset managers representing a range of investment solutions and strategies range such as ETFs, managed accounts, mutual funds and hedge funds.

    Sjef is excited to bring KraneShares’ insights in investing in China and other markets to investors in Europe.

    For clients interested in UCITS please contact Sjef Pieters directly: Phone: +31 (6) 492 496 89 Email: sjef.pieters@kraneshares.com
  • What does the future of Exchange Traded Funds Hold? Recorded: Jul 8 2020 31 mins
    Scott Bewley, Managing Director, Enterprisesaas.co
    When it comes to investing in ETFs, there is a balance between investing in a Fund that offers the
    greatest return at the lowest cost, without additional risk.

    So, what does the future hold post Covid19 pandemic?

    Join this webinar with Scott Bewley, Founder at Enterprisesaas.co to learn:
    - How to define value today
    - How to measure value
    - How to ensure enduring value in the future
  • Funds to Watch: Investing EM Ecommerce, Cloud Computing, Gold and Bitcoin Using Recorded: Jul 8 2020 48 mins
    Hector McNeil, Co-CEO and Co-Founder, HANetf
    We will cover HANetf’s unique product range, discussing how our thematic emerging markets ecommerce and cloud technology ETFs provide investors exposure to global megatrends. Hector will also talk about The Royal Mint’s first financially listed product, as well as the recently launched Bitcoin ETP.

    - Introduction to HANetf

    - Emerging Markets Internet and Ecommerce UCITS ETF (EMQQ): thematic exposure aligned with long-term global demographic and technological changes that expanding internet accesses and increasing affluence and consumerism in the developing world.

    - HAN-GINS Cloud Technology UCITS ETF (SKYY): a thematic ETF providing exposure to companies active in the field of cloud computing, such as service providers or producers of equipment or software focused on cloud computing.

    - The Royal Mint Physical Gold ETC (RMAU): introducing the first financial product to be sponsored by The Royal Mint and the first gold ETC custodied with a European Sovereign mint. Investing in responsibly sourced gold bars through an ETC with reduced systemic risk.

    - BTCetc Bitcoin Exchange Traded Crypto (BTCE): Physical bitcoin exposure, exchange traded, and the first crypto ETP to be centrally counterparty cleared globally. Own and trade bitcoin through a regulated exchange. Bitcoin as an asset class.

    - Q&A
  • Active Asset Allocation + Passive Building Blocks = Superior Net Returns Recorded: Jul 8 2020 30 mins
    Simon McConnell, Portfolio Manager, Netwealth Investments
    Join Netwealth’s investment manager, Simon McConnell, as he shares insights into how to ensure you have the best combination of active and passive in your investment approach.

    The webinar will explore:

    - How combining active asset allocation with cost efficient implementation can enhance client outcomes

    - Why a holistic approach to considering clients’ wealth can combine both active and passive holdings within their total portfolio

    - Key future developments we envisage for the ETF investment landscape

    About the speaker:
    Before joining Netwealth in 2016, Simon was a portfolio manager in the Multi Asset team at UBS Asset Management, both in London and Hong Kong. He is a key contributor in the Netwealth investment committee, focusing on idea generation, instrument selection and portfolio construction. Simon is responsible for ongoing portfolio management, monitoring and trade implementation.
  • Smart Investing - China Insight & Solutions Recorded: Jul 1 2020 48 mins
    Shuang Cai – President, China Post Global
    Shuang Cai - President, China Post Global provides insight on the China markets and discusses smart beta investment solutions.
  • What does the future of Exchange Traded Funds Hold? Recorded: Jun 25 2020 32 mins
    Scott Bewley, Managing Director, Enterprisesaas.co
    When it comes to investing in ETFs, there is a balance between investing in a Fund that offers the
    greatest return at the lowest cost, without additional risk.

    So, what does the future hold post Covid19 pandemic?

    Join this webinar with Scott Bewley, Founder at Enterprisesaas.co to learn:
    - How to define value today
    - How to measure value
    - How to ensure enduring value in the future
  • Global Capital Markets and the Economic Outlook with Todd Buchholz Recorded: Jun 18 2020 61 mins
    Sonal Patel, Ocorian
    Todd Buchholz, renowned economist, White House adviser and best-selling author, joins James Maitland and Sonal Patel from Ocorian to discuss the adaptability and resilience of global capital markets following the world’s lockdown. Topics covered will include: global economic and capital market trends, distressed debt, the return to growth and opportunities in the credit sector.

    Panel:

    Todd Buchholz, Former White House Director of Economic Policy, Economist and Author
    Sonal Patel, Managing Director, Head of Sales - Americas, Bermuda, Caribbean - Ocorian (moderator)
    James Maitland, Regional Head of Americas and Global Capital Markets Service Line Leader - Ocorian
  • China during Covid-19: Creating Opportunities for Aubrey Global Emerging Market Recorded: Jun 17 2020 46 mins
    Rob Brewis, Fund Manager | John Ewart, Fund Manager | Andrew Dalrymple, Investment Director
    Join Rob Brewis, Fund Manager, Andrew Dalrymple, Investment Director, and John Ewart, Fund Manager as they explore challenges that Covid-19 has uncovered, and share investment solutions that Aubrey Capital Management is offering

    Topics covered include:
    - What is the outlook for EM now?
    - Why focussing on the EM consumer is important.
    - Why China has been key to this Fund’s success through the Covid-19 crisis
    - What makes the Aubrey approach different?
  • Thematic Investing: Technological Transformation Recorded: Jun 9 2020 60 mins
    Justin Simler, Tatton IM | Richard Lightbound, Robo Global | Saby Roy, Accenture | Christopher Gannatti, WisdomTree
    The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.

    In Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, the panelists will discuss how different industries are being affected by shifts in technologies and what it means for investors. The discussion will also consider how transformative technologies will impact on other megatrends such as geopolitics.

    Our Panel includes:
    [Moderator] Justin Simler of Tatton Investment Management
    Richard Lightbound, CEO, EMEA of Robo Global
    Saby Roy, AI Engineering Lead, Applied Intelligence, Accenture UKI
    Christopher Gannatti, Head of Research, Europe for WisdomTree
  • Global Real Estate: 2020 Q2 Update Recorded: Jun 9 2020 57 mins
    Antonio Curia, Wimmer Family Office | Simon Wallace, DWS | Lars Flaoyen, Aberdeen Standard | Matthew Burnham, Greystar
    As markets react to COVID-19, this panel brings together leading real estate professionals to discuss the outlook for the global real estate market.
  • ETFs in 2020: A Global Outlook Recorded: Jun 3 2020 61 mins
    Rochelle Antoniewicz, ICI | Igor Tsukerman, Passed Pawn Advisors | Irene Bauer, Twenty20 Investments
    Markets are still reeling from the impacts of Covid-19 on the global economy. What has this done to the ETF market? Is liquidity an issue? What industries have shown more promise than others? And, what is the outlook moving forward?
    In this webinar, you'll learn:
    - Performance of the ETF marketing thus far in 2020
    - How different sectors have been performing
    - What areas of opportunity are
    - How to communicate these learnings with clients
  • ETF, A Fantastic Investment Tool Recorded: Jun 3 2020 23 mins
    Laure Peyranne, Head of ETF for Iberia, Latin America and US Offshore, Invesco
    Join this talk with Laure Peyranne on how fixed Income ETFs have held up during the March drawdown and how they have passed the liquidity test there were due for.

    We are seeing more demand for ESG investment solution and regulation is also pushing. ETFs are easy tools to use from an allocation perspective and from a regulatory approach.

    About the speaker:
    Laure is a professional with 15 years of experience in the asset management industry, with very strong expertise in the ETF field, together with an in-depth knowledge of clients’ needs. Prior to joining Invesco in 2018, Laure worked for 6 years as Head of Amundi ETF & Smart Beta strategies for Iberia and Latin America, boosting Amundi from scratch to become the 3rd ETF provider in the region. Before that, she was Senior Sales Manager for Societe Generale for 6 years, covering France, Iberia and Latin America.
  • New Normal or New Now in a Pandemic World - Economic and Societal Change Recorded: Jun 3 2020 44 mins
    Kaleem Hussain (LLB, LLM, Level 4 DipFA, PDLGM, Prince 2), Managing Director, Guidance Consultancy
    This talk with Guidance Consultancy's Kaleem Hussain will cover:

    Economic Contraction – Fall in GDP and Increase in Unemployment,

    Financial Services Change – Increase in debt, state dependency, Universal Income Proposition

    Legal & Regulatory Changes – Covid-19 Secure workspaces, compliance, business continuity

    Working Patterns Shift – Increase scope for remote working, health and well being, collaboration meetings, less dependency on business office space, automation.

    Education & Learning – Increase in distance learning and online learning. Impact on higher education, international students, fees. Learning provider adjustments.

    Society – Role of the state, Big Society, localism and regionalism

    Risk Management – Cyber attacks, threats, Covid-19 mitigation, fraud, crime, Brexit impacts

    Winners and Losers in a Pandemic World – Amazon, Tesco, Netflix, Zoom, Youtube, Markets, Sports, Theatre, Arts, Movies, Charities.

    Kaleem has a multi-disciplinary public and private sector background working on regulatory change and transformation programmes for the major financial services and government organisations in the UK.
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  • Title: Fearless Referrals: Find a Comfortable Way to Ask Before 2011
  • Live at: Nov 25 2010 3:00 pm
  • Presented by: Matt Anderson, The Referral Authority
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