In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical importance of understanding clients' personal relationships with money beyond traditional risk profiling, and the need for personalised, empathetic approaches that build trust and help clients gain deeper insights into their financial behaviors and motivations.
John Stallman LinkedIn: https://www.linkedin.com/in/john-stallman-390834aa/ PlanningIQ Website: https://planningiq.com.au/
Financial decisions aren’t just about numbers. They’re about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312
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