Chris Davies on using behavioural finance insights to engage with clients and prospects

•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

Episode metadata supplied by the publisher feed · Published Apr 23, 2020

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Chris Davies on using behavioural finance insights to engage with clients and prospects

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