How anxiety affects client behaviour and decision-making

People can be anxious about money, and pretending they are not, isn’t a good strategy. In this episode, Dr Phil Courtenay joins Helena to explore the psychology behind financial advice, including why clients procrastinate, why anxiety can stop people taking action, and why advisers need to design their client experience around emotion, not just outcomes. They also discuss AI, trust, referrals and why the most valuable role of the adviser may be helping clients filter noise and make decisions they feel confident in. Watch the full episode here:    • Why clients avoid financial advice: Dr Phi...