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Humans Under Management provides events and resources for behavioural financial advisers. 

ServiceKey note address
Learning outcome
Understand the limitations of risk tolerance questionnaires and help financial planners bridge the gap between their clients capacity for risk and the risk they need to withstand (to earn the returns they want to live the lifestyle they want).
Key note address
ClientHumans Under Management
Humans Under Management provides events and resources for behavioural financial advisers. 
Learning outcome
Understand the limitations of risk tolerance questionnaires and help financial planners bridge the gap between their clients capacity for risk and the risk they need to withstand (to earn the returns they want to live the lifestyle they want).

XY is home to thousands of financial advisers, sharing and learning with one another to drive the positive evolution of financial advice.

ServicePodcast interview
Highlights
Why getting advice from co-workers and friends is perilous.
The need for a movement that rebrands financial planning.
Why spending behaviour is more important than saving behaviour.

Service

Podcast interview
ClientXY Advisors
XY is home to thousands of financial advisers, sharing and learning with one another to drive the positive evolution of financial advice.
Highlights
Why getting advice from co-workers and friends is perilous.
The need for a movement that rebrands financial planning.
Why spending behaviour is more important than saving behaviour.

Moneyweb and Simon Brown bring you the latest in business and financial news in a morning livestream and podcast

Service

Radio interviews
ClientMoneyWeb
Moneyweb and Simon Brown bring you the latest in business and financial news in a morning livestream and podcast
6 July 2021
12 August 2021

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