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NGP # 13 Chris Davies on using behavioural finance insights to engage with clients and prospects
Things Adam discussed with Chris:
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
Show Notes:
Chris Davies Twitter - https://twitter.com/Chrisatengage
Model Office - https://www.model-office.co.uk/
Engage Insight - http://engageinsight.co.uk/privacy-statement/engage-change/
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By NextGen Planners
3.5
44 ratings
Things Adam discussed with Chris:
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
Show Notes:
Chris Davies Twitter - https://twitter.com/Chrisatengage
Model Office - https://www.model-office.co.uk/
Engage Insight - http://engageinsight.co.uk/privacy-statement/engage-change/
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