Advisers understand client needs better than everyone else, says Dan Kemp, though he argues they could be even more successful if they used behavioural science to better understand and evolve client behaviours.
The Morningstar chief investment officer, who was for almost a decade a financial adviser himself, says he finds it "incredible that clients open up and tell advisers things they don't tell anyone else". He goes on to say, however, that they need to take "that final step" by making the most of behavioural science to best help their clients. Kemp is the latest Adviser Champion to appear in Professional Adviser's series of video interviews, which has most recently featured SimplyBiz's Tom Hegarty, Pershing's Geoff Towers and Sesame Bankhall's John Cowan. Asked the staple question of ...
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