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Podcast #52: Why do clients decide to fire their adviser? With Morningstar’s Samantha Lamas and Danielle Labotka
In our latest IFA Talk podcast, we’re delving into the world of behavioural finance – to explore some of the reasons which lie behind clients’ decisions to part company with their financial adviser.
Sue and Brandon were delighted to welcome two guests from Morningstar who have particular expertise in the subject. Samantha Lamas, Senior Behavioural researcher and Danielle Labotka, Behavioural Scientist, both based over in the USA.
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By IFA MagazineIn our latest IFA Talk podcast, we’re delving into the world of behavioural finance – to explore some of the reasons which lie behind clients’ decisions to part company with their financial adviser.
Sue and Brandon were delighted to welcome two guests from Morningstar who have particular expertise in the subject. Samantha Lamas, Senior Behavioural researcher and Danielle Labotka, Behavioural Scientist, both based over in the USA.