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

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

•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

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

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How long is this episode of The Plannex Podcast?

This episode is 52 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on April 23, 2020.

What is this episode about?

•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

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