This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by world leading behavioural economists.
Peita and the guys also talk about research – the Capital Preferences research team has released several fascinating studies on equitable advice, sustainable investing and retirement income preferences of Australian investors.
To access Capital Preferences research, check out their risk profiler and get your first month free, click here!
A world of opportunity awaits you at Netwealth Investments Limited.
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AdviceTech Podcast #113 – BePrepared
In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …
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AdviceTech Podcast #112 – Advice Designer
In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …
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AdviceTech Podcast #111 – AdviseWell
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AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
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AdviceTech Podcast #109 – Cyber Security Special
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AdviceTech Podcast #108 – Qwilr
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AdviceTech Podcast #107 – Otto Finance
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AdviceTech Podcast #113 – BePrepared
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#474 Bert van Manen
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Engine Room Podcast #58 – Matt Hale
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AdviceTech Podcast #112 – Advice Designer
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Engine Room Podcast #57 – Adam Morse
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AdviceTech Podcast #111 – AdviseWell
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#472 Dean Holmes
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Investment Podcast #20 – Australian Small Caps
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