Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #2

In this episode, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing risk preferences in couples, and the importance of facilitating open communication and making systematic changes in the advice process to ensure both partners feel understood and included.

Mark Pearson LinkedIn: https://www.linkedin.com/in/mark-pearson-a4ba0a117/ Innovative Wealth Solutions Website: https://www.iwsonline.com.au/ Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/ Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network

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