Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They discuss how risk profiling is a nuanced, human-centric process that goes beyond traditional questionnaires, focusing on understanding clients' psychological tolerance, financial capacity, and individual needs to build deeper, more transformative financial relationships. Dr. Ben Neilson LinkedIn: https://www.linkedin.com/in/dr-ben-neilson-54883055/ Complete Wealth Website: https://completewealth.com.au/ Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt Financial decisions aren’t just about numbers. They’re about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/