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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 [...]
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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 [...]
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