• How Financial Advisors Can Use Proxy Voting As A Service To Level Up

  • May 17 2024
  • Duración: 47 m
  • Podcast

How Financial Advisors Can Use Proxy Voting As A Service To Level Up Por arte de portada

How Financial Advisors Can Use Proxy Voting As A Service To Level Up

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  • Resumen

  • Simon Zais, a senior manager at Egan-Jones Proxy Services, joins Mike Langford on the Modern Financial Advisor Podcast to discuss the importance of "proxy voting as a service" for financial advisors. They explore how proxy voting can help advisors deliver a higher level of service to their clients and align their portfolios with their clients' values and goals.

    Resources Mentioned In This Episode:

    • MFA Episode featuring Pete Krull of Earthy Equity Advisors
    • Engine No. 1 vs Exxon - Simon mentioned this case as an example of proxy voting driving change at a company.
    • Simon's article titled "Hearts, Minds, and Votes: Where Smarter Wealth Managers Win"

    Chapters

    00:00 Introduction: Proxy Voting as a Service

    06:03 Aligning Portfolios with Values and Goals

    10:22 Proxy Voting and Making an Impact

    23:04 The Growing Influence of Retail Votes

    23:34 The Growing Influence of Retail Investors in Proxy Voting

    26:01 Aligning Proxy Voting with Client Values and Goals

    28:18 The Importance of Meaningful Conversations with Clients

    31:38 Taking Action on Proxy Voting to Deepen Client Relationships
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