How to get Richer Client Insights for Better Advice: Revealed Preferences #1
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice 14 November 2023
Proudly sponsored by Capital Preferences
In this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar Kariv, Co-Founder and Chief Scientist at Capital Preferences. They discuss how revealed preference methods can help financial advisors better understand their clients’ risk profiles and preferences over time to provide tailored advice that meets their goals.
To start boosting your business with revealed preference methods, visit Capital Preferences.
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