Risk & Relationships: An Adviser's Guide to Client Behaviour, Smarter Conversations and Better Advice #3
Ensombl Advice Australia · Ensombl
Audio is streamed directly from the publisher (episode.flightcast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights on risk profiling, highlighting that truly understanding a client's money personality, values, and life goals is far more important than a simple compliance-driven questionnaire, and that financial advice is fundamentally about education, trust, and helping families navigate their long-term financial journey.
Wayne Lear LinkedIn: https://www.linkedin.com/in/waynelear/
Financial decisions aren't just about numbers. They're about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/