power your advice

Client Needs Come First with Sean Heron

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Sean Heron, Portfolio Manager at Glenmede Investment Management, discussing:

- GIM’s history as an independently-owned, boutique asset management firm offering actively managed strategies
- Why active management and a flexible, repeatable process are the core of their strategy
- Why you should consider derivative-based strategies, and how to explain derivatives to your clients
- The importance of a client-first approach

Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention. 

We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Glenmede | Glenmede Twitter | Discovery Data | Global Trend Events

Related: The Importance of Value Investing with Cathy Howse

Presented by: Thompson IM Funds, Inc.