In this engaging CPD session, Dr. Katherine Hunt explores the crucial intersection of client psychology and ethical financial advice. She delves into how financial advisers can foster stronger client relationships by understanding psychological behaviors and ethical principles that drive trust, communication, and engagement. Through insights from academic research and real-world examples, she highlights the importance of leadership in advisory relationships, the necessity of keeping clients feeling connected, and the value of clear, consistent communication. Attendees will learn how to systemize client interactions, ensuring that clients feel empowered, informed, and supported throughout their financial journey.
Accreditation Points Allocation:
0.25 Client Care and Practice
0.75 Professionalism and Ethics