Engage Clients with Excellent Re-profiling: Revealed Preferences #4
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice 14 November 2023
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Episode details
In this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client’s risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-touch manner, rather than relying solely on annual reviews.
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