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Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Rey

Between Meetings with Matt Heine

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Enhancing Client Engagement Through Interactive Experiences

Advisors are encouraged to move beyond traditional risk profiling questions and embrace interactive experiences to understand clients better. The chapter outlines a structured onboarding process that incorporates science-backed narratives to improve client engagement and comprehension of financial preferences.

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