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S4E05: Jeff Lambert from TiiCKER on Investing in Loyalty: The Business Case for Engaging Retail Investors
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Retail investors are on the rise–both in volume and in assets, so how should IR teams approach their retail investor strategy? And should all public companies engage and mobilize their retail audience? In this episode of Winning IR, Mark Fasken sits down with Jeff Lambert, CEO and Founder of TiiCKER, an innovative software company that enables companies to engage, verify, and reward consumer shareholders. They discuss the importance of developing a well-thought-out retail investor strategy and the benefits it can bring, such as increased shareholder loyalty and consumer engagement.
Listen to the full episode to learn more about:
- What shareholder loyalty programs are
- The importance of retail investor engagement
- Strategies for small-cap vs large-cap companies
- Misconceptions about retail investors
- Measuring the impact of shareholder loyalty programs
- Best practices and common mistakes
- Practical steps for IROs to start loyalty programs
- Securing budget for retail engagement
About our guest
Jeff Lambert is the Founder & CEO of TiiCKER, an intelligent software platform that engages, verifies, and rewards individual investors through integrated content, shareholder rewards, and zero-commission training. Jeff is also the CEO of Lambert, a national public relations, investor relations, and marketing services firm based in Michigan.
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For more information, visit getirwin.com/winning-ir
Kapitler
1. Jeff Lambert - Edited (00:00:00)
2. Introduction to Shareholder Loyalty Programs (00:01:20)
3. The Importance of Retail Investor Engagement (00:03:01)
4. Strategies for Small Cap vs. Large Cap Companies (00:05:15)
5. Misconceptions About Retail Investors (00:09:44)
6. Measuring the Impact of Loyalty Programs (00:11:59)
7. Examples of Successful and Unsuccessful Programs (00:16:34)
8. Practical Steps for IROs to Start Loyalty Programs (00:19:50)
9. Best Practices and Common Mistakes (00:22:41)
10. Securing Budget for Retail Engagement (00:31:03)
11. Conclusion and Final Thoughts (00:34:37)
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