Investment Insights - Revealing behavioural characteristics and what this means for communication and service

In the final module of this 3-part series, Neil Bage, director of behavioural insights at BE-IQ, a UK-based fintech company, explores how a client’s financial planning decisions are impacted when invisible behavioural biases unconsciously interact with each other and what we as advisors can do to help them to make decisions that ultimately deliver financial wellbeing.