AdviceTech Podcast #71 – Capital Preferences – Time-codes

0:00 – Intro
7:19 – Using decision science to understand clients’ true selves.
9:16 – Using Capital Preferences to analyze client behavior and better understand their financial decisions.
18:59 – Personalised healthcare and coaching.
24:50 – Using AI to analyze client preferences.
28:39 – Assessing client decision-making capacity.
30:11 – Client centric financial planning and vulnerability detection.
33:51 – Using risk profiling to help couples.
40:13 – Risk preferences and intergenerational wealth transfer.
48:18 – Empowering clients through behavioral science and personalized investing.
51:13 – Improving financial advice with behavioral science.
54:20 – Peita’s final thoughts on Capital Preferences.