EPISODE · Jul 28, 2025 · 31 MIN
How can psychology support financial planning?
from The Thinking Forward podcast brought to you by Standard Life · host Standard Life
Alex Murguia, CEO of RISA (Retirement Income Style Awareness), joins us from the US to discuss how the tool supports financial planning for his clients. How can the tool open the floor for a personalised discussion with clients? And how can psychology support advisers to delve deeper and understand their clients?
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How can psychology support financial planning?
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This episode was published on July 28, 2025.
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