Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:50:10
- Mas informaciones
Informações:
Sinopsis
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the evolution of risk profiling, and arguing that traditional methods are outdated and advocating for more sophisticated, psychologically-informed tools that provide deeper insights into client behavior, ultimately aiming to enhance the advice experience through technology and personalisation. 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/