How to Understand Investors’ Needs

Understanding Investor Needs: The Importance of Thoughtful Engagement

In this episode, the discussion revolves around the crucial approach of understanding and addressing the specific needs and mandates of institutional investors. Rip shares insights on the importance of putting oneself in the investor's shoes, gathering detailed information about their background, team, company, mission, and portfolio. 

This thoughtful engagement strategy, including going to meetings with a blank pad and pen, aims to build strong, valuable relationships by demonstrating a genuine interest in the investor's objectives. Rip also reflects on how this practice has evolved with experience and market learning.

Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

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