Behavioural science and financial advice in COVID times | Insights

Behavioural science can have a significant impact on the way clients respond and interact with financial advice. By understanding why client’s behave the way they do, we can equip ourselves with behavioural tools to help guide them through the uncertainty.

Using behavioural science, XY Adviser’s Ray Jaramis will provides tips and strategies financial advisers can use to help their clients feel reassured and be best placed to get the most out of their financial experience.

Ray Jaramis works as the Head of Wealth @ Pivot and is Co-Founder @ XY Adviser. Having completed a degree focused on behavioural psychology his mission is to merge the psychology world with financial services. Awarded as 2018’s Financial Adviser of the Year and Newcomer of the Year in 2016, he aims to go about things in a different way.