AdviceTech Podcast #71 - Capital Preferences

Ensombl Advice Australia

This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by world leading behavioural economists.

Peita and the guys also talk about research – the Capital Preferences research team has released several fascinating studies on equitable advice, sustainable investing and retirement income preferences of Australian investors.

To access Capital Preferences research, check out their risk profiler and get your first month free, click here: https://hubs.la/Q02lRQmC0

Capital Preferences Website: https://capitalpreferences.com.au/ Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/ Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/ Curiosity Corner (Snappy Kraken): https://snappykraken.com/state-of-digital?utm_source=website&utm_medium=homepage Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Send Peita a voice message here: https://www.speakpipe.com/PeitaD

"Not So Odd Couples" Study: https://capitalpreferences.com/not-so-odd-couples-crafting-an-equitable-advice-experience-for-modern-couples

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240223

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