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Behavioural finance has taken the financial planning world by storm. As advisers strive to better understand their clients, behavioural finance is helping uncover their true attitudes towards money, risk and financial goals. In this episode Ian chats with Neil Bage, director of behavioural insight at Be-IQ, to look at how technology, data, open banking and APIs can facilitate better conversations around client finances. Just as crucially, Neil indulges Ian’s decision to factor in the varying prices of a pint in London and Yorkshire.
Behavioural finance has taken the financial planning world by storm. As advisers strive to better understand their clients, behavioural finance is helping uncover their true attitudes towards money, risk and financial goals. In this episode Ian chats with Neil Bage, director of behavioural insight at Be-IQ, to look at how technology, data, open banking and APIs can facilitate better conversations around client finances. Just as crucially, Neil indulges Ian’s decision to factor in the varying prices of a pint in London and Yorkshire.