Economic Trends

Video | How can psychology support financial planning?

By

July 28, 2025

31 minutes

Alex Murguia, CEO of RISA (Retirement Income Style Awareness), joins us from the US to discuss how the tool supports financial planning for his clients. How can the tool open the floor for a personalised discussion with clients? And how can psychology support advisers to delve deeper and understand their clients?


Share via

Related Articles