אודות פרק זה
This episode explores the emotional and psychological aspects of financial investing, particularly for vulnerable clients. Behavioral economist Mark Pittaccio and Dr. Louis Williams discuss how psychological barriers and lack of understanding hinder investment engagement. They emphasise the critical role of human advisors in building trust, focusing on long-term goals, and providing emotional support during market volatility, ultimately advocating for advisors to "get good at being human."
אנגלית
הממלכה המאוחדת
תעתיק 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
חיפוש פרקים ישנים
חפש פרקים קודמים של Connected - A podcast by Dynamic Planner.
פרקים אחרים בפודקאסט הזה
In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.
Financial planning is changing as technology improves consumer access and engagement. Consumers want fast, reliable, and personalised advice, which challenges advisors to build trust while adapting to digital needs. The industry is focusing on data integrity and security. In the future, financial …
In this episode of Dynamic Planner connected, we are joined ba special guest Trevor Greetham, Head of Multi Asset, RLAM, and Dynamic Planner's Chief Investment Strategist, Abhi Chatterjee.
In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.
In this episode of Dynamic Planner connected, we are joined by Louis Williams who is here to talk about understanding clients. Looking into their financial wellbeing, behaviour, vulnerability and focus.
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Dynamic Planner, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.