Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #4 Ensombl Advice Australia

In this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-touch manner, rather than relying solely on annual reviews.
Louise Parker LinkedIn: https://www.linkedin.com/in/louise-p-54716b43/
Financial Lifestyle Managers Website: https://flm.com.au/
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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