Winning IR

Winning IR is a podcast exploring the diverse insights within the investor relations community. Join host Mark Fasken as he discusses the winning strategies, tactics, and shifts in thinking with innovative investor relations professionals who are redefining the profession. Each episode features a different challenge, innovation, or perspective on the ever-evolving role of investor relations, giving you real, actionable insight you can use to build a better investor relations program. Winning IR is hosted by Irwin, an investor relations and capital markets platform built on the belief that investor relations is a critical strategic component of a company's success. Companies deserve a platform that unlocks critical strategic insight, automates manual and time-consuming tasks and consistently innovates alongside the ever-evolving role of the IR team.

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Winning IR

S4E05: Jeff Lambert from TiiCKER on Investing in Loyalty: The Business Case for Engaging Retail Investors

August 06, 2024 • Irwin • Season 4 • Episode 5

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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People on this episode

Mark Fasken

Host