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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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How long is this episode of The Thinking Forward podcast brought to you by Standard Life?

This episode is 31 minutes long.

When was this The Thinking Forward podcast brought to you by Standard Life episode published?

This episode was published on July 28, 2025.

What is this episode about?

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...

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