Behavioural science and the Consumer Duty: how can Wi-Ai help financial advisers survive and thrive?
The rules embodying the “Consumer Duty” require firms to put even more focus on supporting and empowering their…
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The Power of Emotional Connection: Clients Remember How You Made Them Feel
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Let’s dive into a topic that resonates deeply with all financial services professionals: client relationships. While delivering…
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Embracing the Human Factor: Staying Relevant in an Era of Online DIY Investment
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Here’s a question that every astute financial adviser will have asked themselves at various points in their career:ย “Am…
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4 Key Behavioural Biases
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Q: How does Wi-Ai’s Investment Personality Profiling software help your financial services clients understand what makes them tick…
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Client Engagement: Building long-term relationships with your clients
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By incorporating ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ฃ๐ฒ๐ฟ๐๐ผ๐ป๐ฎ๐น๐ถ๐๐ ๐ฃ๐ฟ๐ผ๐ณ๐ถ๐น๐ถ๐ป๐ด ๐ฆ๐ผ๐ณ๐๐๐ฎ๐ฟ๐ฒ into the advisory process, advisers can develop a holistic view of their…
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The Influential Mind
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As a financial services professional, ย perhaps you have been in a situation where, despite a clear presentation of…
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The New Frontier in Financial Advisory Business: Leveraging Quantified Self and Technology for Client Success
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Benjamin Franklin famously tracked thirteen personal virtues in a daily journal to push himself towards moral perfection. โI…
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Financial Infidelity? A look at the pitfalls for couples and financial decision-making
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According to recent research by leading UK financial service provider, Aviva, almost 2 in 5 people in the…
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How to support your clients in making better financial decisions
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Are you a director or senior manager of a large financial advisory firm or network, pension/life assurance provider…
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Optimism Bias (and how best to discuss this with your financial services client)
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If I asked you how likely you are to experience crime, illness, divorce, job loss or an accident,…
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