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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."
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ค้นหาตอนที่ผ่านมา
ค้นหาตอนที่ผ่านมาของ Connected - A podcast by Dynamic Planner
ตอนอื่นๆ ใน PODCAST นี้
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 Louis Williams who is here to talk about understanding clients. Looking into their financial wellbeing, behaviour, vulnerability and focus.
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 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 a…
ข้อสงวนสิทธิ์: พอดแคสต์และอาร์ตเวิร์คที่ฝังอยู่ในหน้านี้มาจาก Dynamic Planner ซึ่งเป็นทรัพย์สินของเจ้าของและไม่มีส่วนเกี่ยวข้องหรือรับรองโดย Listen Notes, Inc.
