In Conversation With... Dr. Louis Williams: Consumer Duty And Vulnerable Clients The Money Marketing podcast

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In Conversation With... Dr. Louis Williams: Consumer Duty and Vulnerable Clients

3M ago 34:22

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Indhold leveret af moneymarketing. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af moneymarketing eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Join host Kimberly Dondo in a compelling episode of "In Conversation With..." as she chats with Dr. Louis Williams, Head of Psychology & Behavioural Insights at Dynamic Planner. They explore the impact of Consumer Duty regulation on financial advisors, defining vulnerability, and identifying challenges in supporting vulnerable clients. Dr. Williams shares strategies for building trust, insights into the Financial Wellbeing profiler tool, and top recommendations for advisors. Concluding with future predictions for the financial advice landscape, this episode offers valuable expert advice and practical tips for better supporting vulnerable clients.

… continue reading

160 episoder

#Business News #News #moneymarketing

Artwork

In Conversation With... Dr. Louis Williams: Consumer Duty and Vulnerable Clients

The Money Marketing Podcast

published 3M ago

Del

MP3•Episode hjem

Indhold leveret af moneymarketing. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af moneymarketing eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Join host Kimberly Dondo in a compelling episode of "In Conversation With..." as she chats with Dr. Louis Williams, Head of Psychology & Behavioural Insights at Dynamic Planner. They explore the impact of Consumer Duty regulation on financial advisors, defining vulnerability, and identifying challenges in supporting vulnerable clients. Dr. Williams shares strategies for building trust, insights into the Financial Wellbeing profiler tool, and top recommendations for advisors. Concluding with future predictions for the financial advice landscape, this episode offers valuable expert advice and practical tips for better supporting vulnerable clients.

… continue reading

160 episoder

#Business News #News #moneymarketing

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