Wednesday Jul 19, 2023
In Conversation With… Chris Budd, founder, Institute for Financial Wellbeing
In this episode of In Conversation with, host Lois Vallely talks to Chris Budd, financial adviser and founder of the Institute for Financial Wellbeing. He discusses why financial wellbeing is gaining traction and what advisers can do to ensure their clients are financially ‘well’. He also talks about the disconnect between the present and future self, and warns that financial goalsetting is not always helpful.
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