Advising Modern Couples Equitably: Revealed Preferences #2
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice 14 November 2023
Proudly sponsored by Capital Preferences
In this episode, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing risk preferences in couples, and the importance of facilitating open communication and making systematic changes in the advice process to ensure both partners feel understood and included.
To start boosting your business with revealed preference methods, visit Capital Preferences.
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