Series: Risk and Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice

Proudly sponsored by MoneyMind Profile

Hosted by Peita Diamantidis, this podcast series challenges traditional approaches to risk profiling and explores the deeper psychological and emotional factors that shape clients’ financial decisions. Featuring financial advisers John Stallman, Dr. Ben Neilson, and Wayne Lear, and industry expert Dr. Katherine Hunt, each episode delves into how advisers can build trust, personalise advice, and leverage technology to enhance the client experience. By shifting the focus beyond compliance-driven questionnaires, the series highlights strategies for creating more meaningful and transformative relationships and better financial decision making.