Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4

In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the evolution of risk profiling, and arguing that traditional methods are outdated and advocating for more sophisticated, psychologically-informed tools that provide deeper insights into client behavior, ultimately aiming to enhance the advice experience through technology and personalisation.

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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