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

Ensombl Advice Australia

English - November 14, 2023 11:40 - 48 minutes - 54.2 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #3
Next Episode: Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #1

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

To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115

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