Tuesday Apr 07, 2026
The Advice Shift | Ep 1: The Move to Behavioural Finance
In this episode, Mark Baldwin from Standard Life discusses NextWealth research showing that technical skill alone isn’t enough—advisers must understand clients’ emotions and behaviours to create financial plans people will actually follow.
Topics include the iceberg analogy, retirement choices since pension freedoms, and practical, small steps advisers can take to ask better questions, build emotional connection, and combine modelling with coaching.
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