Ensombl Advice Australia

Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2


Listen Later

In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They discuss how risk profiling is a nuanced, human-centric process that goes beyond traditional questionnaires, focusing on understanding clients' psychological tolerance, financial capacity, and individual needs to build deeper, more transformative financial relationships.

Dr. Ben Neilson LinkedIn: https://www.linkedin.com/in/dr-ben-neilson-54883055/ Complete Wealth Website: https://completewealth.com.au/ Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt

Financial decisions aren’t just about numbers. They’re about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/

...more
View all episodesView all episodes
Download on the App Store

Ensombl Advice AustraliaBy Ensombl


More shows like Ensombl Advice Australia

View all
Motley Fool Money by LiSTNR

Motley Fool Money

94 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

14 Listeners

The Money Puzzle by The Australian

The Money Puzzle

47 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

63 Listeners

The ifa Show by Momentum Media

The ifa Show

0 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

13 Listeners

Your Wealth by NAB

Your Wealth

8 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

17 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

30 Listeners

Investing Compass by Morningstar Australia

Investing Compass

26 Listeners

Retire Right by Glen James

Retire Right

24 Listeners

Chanticleer by Australian Financial Review

Chanticleer

18 Listeners

The Fin by Australian Financial Review

The Fin

19 Listeners

15 Minutes with the Boss by The Australian Financial Review

15 Minutes with the Boss

6 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

7 Listeners