Risk & Relationships: An Adviser's Guide to Client Behaviour, Smarter Conversations and Better Advice #2
Ensombl Advice Australia · Ensombl
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Show Notes
In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They discuss how risk profiling is a nuanced, human-centric process that goes beyond traditional questionnaires, focusing on understanding clients' psychological tolerance, financial capacity, and individual needs to build deeper, more transformative financial relationships.
Dr. Ben Neilson LinkedIn: https://www.linkedin.com/in/dr-ben-neilson-54883055/ Complete Wealth Website: https://completewealth.com.au/ Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt
Financial decisions aren't just about numbers. They're about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312
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