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In the first ifa Excellence Awards finalist showcase for 2020, host Sarah Kendell is joined by First Sentier Investors’ Angela Vincent as well as finalists for Investment Adviser of the Year James Weir and Chris Smith.
James and Chris discuss how they got into investment advice and the challenges involved in getting clients to “stay the course” during 2020’s market volatility. Our panel of guests also delves into the important industry trends that investment advisers should be tapping into and dish out some key advice for new starters to the sector.
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