Behavioural Investing Series #3
Play • 33 min

In this third instalment we tackle values-based decision making, from understanding what motivates your client's actions and behaviours to finding investments that reflect your client's goals and values.

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Patricia Garcia  Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: Your Vision Financial Solutions Website: Integrate Finance Website:

Dr. Katherine Hunt  Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: Griffith University Profile: Little Phil Website:

David Bell Executive Director at The Conexus Institute David Bell LinkedIn: The Conexus Institute Website:

Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: Innova Asset Management Website:

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