O TYM ODCINKU
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."
Język angielski
Zjednoczone Królestwo
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WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki Connected - A podcast by Dynamic Planner.
INNE ODCINKI W TYM PODCASCIE
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.
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 a…
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.
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Dynamic Planner, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
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