Resources
We like to keep you updated with our latest thinking about the sectors we work in. Our articles cover different topics of interest and we also publish some of our reports here
We like to keep you updated with our latest thinking across the range of sectors and industries we work in.
Our briefings cover different topics we’ve been working on, and we also publish some of our reports and presentations here
“Lightbulb Moments”: Unlock increased returns by helping your clients identify potential own goals via Metacognition
What is Metacognition and how can it boost revenue? Metacognition, often referred to as “thinking…
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2026: The Year of the “WhyDunnit” for Financial Advisers
Why understanding your clients’ motivations is your superpower in a digital world The financial advice…
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Client Disengagement-Is the writing on the wall for you and one of your clients?
As with more personal relationships, client disengagement in financial services can mean that the end…
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Solutions and Problems
In any profession we encounter and solve problems. It’s just part of every day life.…
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Managing the Market Craziness
“Loss Aversion” is a behavioural finance bias that which poses a giant problem amid market…
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Learning from history- this time isn’t different
This time it’s different …. As a seasoned financial services professional you know it isn’t.…
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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…
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The Power of Emotional Connection: Clients Remember How You Made Them Feel
Let’s dive into a topic that resonates deeply with all financial services professionals: client relationships.…
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Embracing the Human Factor: Staying Relevant in an Era of Online DIY Investment
Here’s a question that every astute financial adviser will have asked themselves at various points…
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4 Key Behavioural Biases
Q: How does Wi-Ai’s Investment Personality Profiling software help your financial services clients understand what…
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The New Frontier in Financial Advisory Business: Leveraging Quantified Self and Technology for Client Success
Benjamin Franklin famously tracked thirteen personal virtues in a daily journal to push himself towards…
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The Influential Mind
As a financial services professional, perhaps you have been in a situation where, despite a…
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