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How your client’s personality shapes their financial decisions

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Skillfully applied, profiling tools can sharpen a financial planner’s ability to support their clients. Brands that provide personalised experiences are 80% more likely to yield a purchase from customers, according to a 2021 study by customer journey optimisation platform Yieldify.

What the #alcoholban panic reveals about human behaviour

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Fear-fuelled stockpiling offers astute investors valuable insights into human nature. In August 2020, South Africans formed long queues outside liquor stores across the country, hoping to stock up on alcohol before a rumoured ban came into effect. But, as it turns out, the ban was fake news, spread on WhatsApp and social media.

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