EPISODE · Apr 23, 2020 · 52 MIN
Chris Davies on using behavioural finance insights to engage with clients and prospects
from The Plannex Podcast · host Plannex
•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
What this episode covers
•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
NOW PLAYING
Chris Davies on using behavioural finance insights to engage with clients and prospects
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m