MMP138: Adviser Alpha
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 2 December 2015
⏱️ 38 minutes
🧾️ Download transcript
Summary
I will always bang the drum for advice, and while I obviously have a vested interest in doing so, I’m absolutely convinced that a good adviser will cover his or her fees many times over by adding value to the relationship in many ways.
You could call this Adviser Alpha, and that’s what my guest and I are talking about today…
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast session number 138. |
| 0:04.4 | It sure made me understand the value of earning a living. |
| 0:13.5 | This is the podcast dedicated to helping you put your finances in order. |
| 0:18.9 | My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your finances in order. My name is Pete Matthew, and I'm going to share with you everything |
| 0:21.2 | you need to know and everything you need to do to secure your financial future. I'm here to help |
| 0:26.8 | you make sense of money. Well, well, well, here we are again. Welcome back, folks. Great to have you with me, as always. |
| 0:41.6 | I will always bang the drum on this show for financial advice. And obviously, I have a vested interest in doing so, being an advisor, financial planner myself. |
| 0:51.4 | But even though I have that vested interest, I am absolutely convinced |
| 0:54.7 | that a good advisor will cover his or her fees many times over by adding value to the relationship |
| 1:01.5 | in many ways. Now, you could call that an advisor's alpha. Alpha is the, we usually sort of use that |
| 1:10.4 | term for fund managers, and it's the sort of added value that you get, that they give you by making good investment decisions, right? But this, you could call this advisor's alpha. It's the added value that somebody who has a good advisor gets over and above somebody who does all their financial planning themselves. |
| 1:28.4 | So, Advisors Alpha, that's what my guest and I are going to be talking out today. |
| 1:32.2 | As usual, after the main body of the show, I'll talk about what I'm going to announce |
| 1:35.6 | what I'm going to talk about next time. |
| 1:37.9 | No listener reviews this week, though. |
| 1:39.2 | I'm recording a couple of shows in quick succession. |
| 1:41.7 | But before any of that, this podcast once again is brought to you |
| 1:45.3 | with the very kind help of my friends at Seven Investment Management, who are a firm of |
| 1:49.6 | investment managers based in London. Now, they specialize in multi-asset investing, which brings |
| 1:54.9 | institutional level investing techniques to ordinary people, just like you and me. Seven |
| 1:59.3 | I.M continue to put their name to my show and to the |
| 2:02.4 | site because they believe in what I'm doing, which is trying to get decent, easy to understand |
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