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

2M ago 34:22

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内容由moneymarketing提供。所有播客内容（包括剧集、图形和播客描述）均由 moneymarketing 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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集单集

#Business News #News #moneymarketing

Artwork

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

The Money Marketing Podcast

published 2M ago

分享

MP3•单集首页

内容由moneymarketing提供。所有播客内容（包括剧集、图形和播客描述）均由 moneymarketing 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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集单集

#Business News #News #moneymarketing

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