Advisers must tackle client behavioural bias for good outcomes

Mitigating behavioural biases builds trust with clients

Jenna Brown
clock • 1 min read

Understanding behavioural biases can help advisers provide clients with more ethical, effective and actionable recommendations, delegates heard.

Speaking at the Professional Adviser Management Retreat yesterday (15 May), Capco managing principal Martha Ferez gave delegates an overview of behavioural science and how advisers can apply it to their work. Ferez said advisers that use behavioural science strategies in their interactions with clients would lead to better outcomes and help them build "stronger trust-based relationships". She told delegates: "Financial decisions are both emotional and rational. Most people grow up thinking financial decisions are purely related to spreadsheets and calculators. But it is emotional. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

FCA opens targeted support authorisation gateway

FCA opens targeted support authorisation gateway

Firms can now apply for permission to provide targeted support

Isabel Baxter
clock 02 March 2026 • 2 min read
Nearly two million rely on unvetted influencers for financial advice

Nearly two million rely on unvetted influencers for financial advice

Around 7.7 million UK consumers have followed social media advice

Isabel Baxter
clock 02 March 2026 • 3 min read
Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Mike Jarrett will raise funds for St Peter’s Hospice

Professional Adviser
clock 27 February 2026 • 1 min read