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64: How advisers are managing customers’ risk/return expectations, with Andy O’Shea, Pharon IFA
We’ve unintentionally created a series in the past few months on the podcast. From the episode with Richard Romer-Lee which touched on the importance of communication with customers to the one with Helena Morrissey about how technology can help advisers reach more of the ‘uninvested’, these form a theme about how we as an industry are communicating with clients.
This week we’re continuing that conversation by inviting Andy O’Shea, Investment Director and Head of Fund Solutions at Pharon IFA, to talk to us about the ways he’s managing client conversations about risk and return expectations…
The skinny
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