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Manage episode 431580596 series 2645166
Content provided by moneymarketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by moneymarketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.
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Manage episode 431580596 series 2645166
Content provided by moneymarketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by moneymarketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.
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Similar to The Money Marketing Podcast
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 2,700 journalists and analysts in 120 countries.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
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…
continue reading
The Jacaranda FM News team is based in Gauteng – but covers local and international news of the day, providing the latest developments online and on-air. News bulletins run from 5am to 7pm weekdays, and from 7am to 6pm on weekends and public holidays. Tune into Jacaranda FM, or log on to www.jacarandafm.com, for the news you need to know.. now.
…
continue reading
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…
continue reading
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…
continue reading
The day's biggest news dissected by the day's newsmakers. Diverse opinions from across the political spectrum. The show that makes you decide, are you the Left, Right or the Centre?
…
continue reading
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