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Home > NextGen Podcast > NGP #13 Chris Davies on using behavioural finance insights to engage with clients and prospects
Podcast: NextGen Podcast
Episode:

NGP #13 Chris Davies on using behavioural finance insights to engage with clients and prospects

Category: Business
Duration: 00:00:00
Publish Date: 2016-12-09 15:03:18
Description:

Things Adam discussed with Chris:

Chris s background in financial services
Chris s view on behavioural finance
How to engage and build trust with clients
What work he has been doing all over the world on this topic
How he sees the future of financial planning going

Show Notes:

Chris Davies Twitter https://twitter.com/Chrisatengage
Model Office https://www.model-office.co.uk/
Engage Insight http://engageinsight.co.uk/privacy-statement/engage-change/

The post NGP #13 Chris Davies on using behavioural finance insights to engage with clients and prospects appeared first on NextGen Planners.

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