Ep 2. Reimagining the Client Experience in Financial Advice

🎙️ Episode 2: Reimagining the Client Experience in Financial Advice – with Nigel Baker & Dr Katherine HuntIn this episode of The Scientiam Show, co-hosts Nigel Baker and Dr Katherine Hunt explore how technology and behavioural research are transforming the client experience in financial advice.From the deeply human emotions clients face in their very first meeting, to the science-backed strategies that build lasting trust, this episode unpacks the psychology, ethics, and systems that create better outcomes — and how advisers can implement them today.🔍 What you’ll learn:Why the first client meeting is one of the most vulnerable moments — and how to approach it with empathyHow staying in touch throughout onboarding dramatically improves client confidenceThe ideal first conversation: it’s not about products, it’s about goals and valuesHow a consistent CCM process can align your entire team and build client trustScreening for the right clients and servicing them in a meaningful wayThe latest tools and innovations enhancing adviser-client relationshipsPlease see resource links below: ScientiamMoneyMind Profile👥 About your hosts:Nigel Baker is the Founder of Scientiam and CEO of Arch Capital, with 20+ years in wealth management.Dr Katherine Hunt is an award-winning financial planner and global expert in financial services ethics, with a PhD in Law and Economics and a background in psychology and commerce.Whether you're a financial adviser or simply interested in how tech and behavioural science can elevate human connection, this episode offers insights you won't want to miss.