Chris Davies on using behavioural finance insights to engage with clients and prospects
Apr 23, 2020•52 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
•Chris’s background in financial services •Chris’s view on behavioural finance •How to engage and build trust with clients •What work he has been doing all over the world on this topic •How he sees the future of financial planning going
For the best experience, listen in Metacast app for iOS or Android