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What are the opportunities and challenges for the year ahead? - Nick Pollard

Nick Pollard of CFA Institute

Mar 20, 2019

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1. What opportunities and challenges do you see for the year ahead?

Video transcript

1. What opportunities and challenges do you see for the year ahead?

There are lots of changes happening in our industry. Technology, customer preference, consolidation, all sorts of things happening. And I think you need to be abreast of those. One thing I've noticed more than anything since I've been in the CFA institute, is that customers have access to information now that they never had 10, 15 years ago. And they make their decisions based on that information. So, if you're not thinking about what they're thinking, then you're out of step with your customer base.

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