07 May 2020
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Chris Budd: "The ideal financial plan is one that works towards achievable intrinsic motivations."
During lockdown, some advisers I speak to are much busier than usual, while are much quieter and have time on their hands, says Chris Budd. Here, he sets out why advisers should use this time to review advice procedures to see if you're making clients happier.
I've been running a series of online workshops with behavioural finance expert and Be-IQ director of behavioural insight Neil Bage, looking at behaviours around money and how advisers might deal with them...
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