May '24 • General 💡
Clients' behavioural biases
Whilst some planners like have made this central to their proposition for quite a while now, just a couple of years ago behavioural bias wasn't really discussed/covered in our industry press. But it's great to see that it's much more common now, with an acknowledgement that understanding behavioural biases can really enhance our client relationships.
How do you spot and deal with behavioural biases in your clients' decisions? What tips and tricks have worked best for you?
2
2 comments
Clients' behavioural biases
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new ideas, new models, new income streams and how AI fits into their advice business
Powered by