Anthony Villis at HUM London 2017
Behavioural Economics, So What?
At Humans Under Management London 2017, Anthony Villis presented on the relevance of behavioural economics in financial planning. As a seasoned financial planner, Villis shares insights that can transform how advisers engage with their clients.
The talk addresses the challenge of integrating behavioural economics into everyday financial advising, prompting advisers to reflect on their decision-making processes and client interactions.
Key Points:
Recognise and mitigate behavioural biases that can hinder decision-making in financial planning.
Frame client conversations around what truly matters to them, moving beyond traditional financial metrics.
Foster an educational partnership with clients, helping them understand behavioural finance’s impact on their financial decisions.
Use personal stories and real-life experiences to illustrate the importance of aligning financial planning with clients’ emotional needs.
Watching this video will enhance your understanding of how to apply behavioural insights to improve client relationships and outcomes, ultimately leading to more effective financial planning.
