Investment Podcast #33 - Behavioural Investing
Ensombl Advice Australia · Ensombl
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Show Notes
Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26012923-38480001
0.75 Client Care & Practice
0.25 Professionalism and Ethics
As markets test investor nerves and emotions drive decision-making, host Kieran Berry is joined by Jess Brizuela (Allied Wealth) and Dan Miles (Innova Asset Management) to unpack how behavioural biases shape investing - and how advisers can respond in practice. From loss aversion and fear of running out of money to overconfidence in bull markets, the conversation explores why biases can’t be eliminated, only managed. With real-world examples on risk framing, portfolio structure, mental accounting, and client communication, this episode offers advisers practical tools to reduce panic, set realistic expectations, and help clients stay the course when it matters most.
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Jessica Brizuela LinkedIn: https://www.linkedin.com/in/jessica-brizuela-53aa751a1/
Allied Wealth Website: https://www.alliedwealth.com.au/
Kieran Berry LinkedIn: https://www.linkedin.com/in/kieranberry/
Explore Innova's behavioural investing approach at https://ensombl.com/go/20260202
General Disclaimer – https://www.ensombl.com/disclaimer/