
Sign up to save your podcasts
Or


Advisers, clients and journalists are all stuck at home. Many will have worries about their health, their jobs, their families and friends. Following the recent market falls, can behavioural finance help advisers lead their clients through these troubled times without causing them more anxiety and without encouraging them to make bad decisions? Damian Fantato, digital editor of FTAdviser, discusses the best way to communicate with clients, the suitability process and understanding financial personalities with Greg Davies, head of behavioural finance at Oxford Risk, and Sarb Chahal, a financial planner at Sanlam. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com.
The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.
Hosted on Acast. See acast.com/privacy for more information.
By FTAdviserAdvisers, clients and journalists are all stuck at home. Many will have worries about their health, their jobs, their families and friends. Following the recent market falls, can behavioural finance help advisers lead their clients through these troubled times without causing them more anxiety and without encouraging them to make bad decisions? Damian Fantato, digital editor of FTAdviser, discusses the best way to communicate with clients, the suitability process and understanding financial personalities with Greg Davies, head of behavioural finance at Oxford Risk, and Sarb Chahal, a financial planner at Sanlam. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com.
The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.
Hosted on Acast. See acast.com/privacy for more information.

50 Listeners

11 Listeners

31 Listeners

95 Listeners

18 Listeners

13 Listeners

4 Listeners

7 Listeners

4 Listeners

195 Listeners

54 Listeners

194 Listeners

10 Listeners

38 Listeners

3 Listeners