Podcasts · Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
About this episode
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Co-Founder at MoneyMind, and Peita explore the evolution of risk profiling, and arguing that traditional methods are outdated and advocating for more sophisticated, psychologically-informed tools that provide deeper insights into client behavior, ultimately aiming to enhance the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.
DKDr. Katherine HuntGuest