In Conversation With... Dr. Louis Williams: Consumer Duty and Vulnerable Clients

The Money Marketing Podcast

Join host Kimberly Dondo in a compelling episode of "In Conversation With..." as she chats with Dr. Louis Williams, Head of Psychology & Behavioural Insights at Dynamic Planner. They explore the impact of Consumer Duty regulation on financial advisors, defining vulnerability, and identifying challenges in supporting vulnerable clients. Dr. Williams shares strategies for building trust, insights into the Financial Wellbeing profiler tool, and top recommendations for advisors. Concluding with future predictions for the financial advice landscape, this episode offers valuable expert advice and practical tips for better supporting vulnerable clients.