Engage Clients with Excellent Re-profiling: Revealed Preferences #4
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice 14 November 2023
Proudly sponsored by Capital Preferences
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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