Connected - A podcast by Dynamic Planner

Mind over Money - Supporting Vulnerable Clients


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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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Connected - A podcast by Dynamic PlannerBy Dynamic Planner