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Behavioural Finance with Simon Russell

Digital advice & engagement with Nick Hilton

25 Oct 2021

Description

In this conversation with Nick Hilton we discuss the lessons he learned from developing a successful set of digital advice tools for a major super fund. We discuss how to present retirement projections, how to allow members to understand risk, and how to encourage them to execute and implement the advice they receive. As it turns out, changing the name of a button can make a big difference. This conversation is relevant for businesses which have cohorts of relatively unadvised clients: super funds, wealth management, banks and insurers.

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