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Chris Davies on using behavioural finance insights to engage with clients and prospects
•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
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By NextGen Planners
3.5
44 ratings
•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
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