An 8 minute watch.  

Andrew Merricks, head of investments at Skerritts, sits down with Gary Shepherd to chew the cud on communicating with clients during the tough times, and how to cut through the “jargon and nonsense” when dealing with fund managers. 

Andy begins by highlighting “communication is vital when things DON’T go well”, and when markets are rising it’s easy to come across as a star investor.

Andy warns the industry to move away from the attitude that they are “doing the investor a favour”, and explains the importance of three-letter words when questioning fund managers.

If you’d like to watch more, Andy chats with Gary about his career and everything in-between in a recent Octo podcast episode – a great travelling listen!

Gary Potter also has some advice for UK fund marketers in his  interview with our CMO Rob Page.

If it’s something more ‘snackable’ you’re looking for, here’s Andy Merricks’ 3 Questions from last week.