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BridgeBytes provides snackable content suited for you and your clients. If you're looking for insights from our managers or our investor behaviour and mental health subject-matter experts, you've come to the right place.
- Indexed episodes, last 90 days
- 19
- Latest publication
- Sep 9, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 21, 2026
Latest episodes
T. Rowe - Positioning Financial Advice in a World Influenced by Social Media (opens the original)
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Patrick Delaney, Insights Director at T. Rowe Price, describes how he would position the role of financial advisors to young investors who prefer to get their financial advice from social media.
T. Rowe - Connecting to Younger Clients by Asking the Right Questions (opens the original)
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Patrick Delaney, Insights Director at T. Rowe Price, shares the number one question he recommends asking clients if you're looking to connect on an emotional level.
T. Rowe - How Jargon Can Hurt Trust with Younger Investors (opens the original)
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Patrick Delaney, Insights Director at T. Rowe Price, explains why jargon-heavy language doesn't resonate with many younger investors and lists out some specific words advisors may want to avoid.
T. Rowe - Shifting from Goals-Based to Value-Based Conversations (opens the original)
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Patrick Delaney, Insights Director at T. Rowe Price, outlines the advantages of shifting from goals-based to values-based conversations when connecting with younger clients.
T. Rowe - Rethinking Your Target Clients (opens the original)
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Patrick Delaney, Insights Director at T. Rowe Price, explains why advisors might want to consider pursuing slightly less wealthy individuals when it comes to approaching younger clients.
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