The Hidden Magic of Behavioural Financial Advice

In this 20 minute video, Andy considers the hidden magic that’s behind customer service excellence in successful companies and shows you how to apply a similar hidden magic to your financial advice practice.

During this session you will learn about:
  • The hidden magic and simplicity that lies behind behavioural financial advice
  • The issues that are really important for you clients and those that are not at all important
  • The easiest ways to remove financial anxiety from your clients
  • How to focus on better client outcomes.

This talk was first given at Humans Under Management South Africa, September 2020.