I was honoured to be invited by my good friend and leading financial planner Andy Hart, to speak at 2017's inaugural Humans Under Management conference. The aim of the new annual event is to promote, highlight and build on the work that advisers are doing to introduce and develop behavioural finance into their own planning practices. This is an area we’re passionate about at First Wealth – we’ve just published a ten-part series exploring the topic and considering how we can start to use its insights to build strong relationships and achieve great results for our clients.
The key message behind my talk at Humans Under Management was that if we want to successfully engage with the important lessons of behavioural finance, it’s vitally important that we make it relevant and interesting to our clients
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