What triggers people to rethink their financial plans and change the way they invest their money?
From behavioural biases to life-stage trigger points, the way clients perceive and interact with wealth managers is shifting. With financial services brands vying for engagement from younger audiences, understanding the psychological triggers behind financial decision-making has never been more crucial.
Bringing together experts in behavioural psychology, consumer research, and marketing strategy, our panel will explore what truly drives financial action and how marketeers can apply these insights to wealth management marketing.
Speakers
Taylor Housen, Associate Director - Wealth, Savanta
Taylor is the dedicated expert for all Private Banking and Wealth Management needs across Savanta’s Wealth Team. With a robust background in mixed methodology multi-market studies spanning a variety of sectors including financial services, wealth management, luxury consumer goods, and iGaming.
Will Hanmer-Lloyd, Head of the Behave Consultancy & Head of Strategy, Mediaplus UK
Will is a seasoned expert in advertising and behavioural economics. He began his career at the IPA, where he pioneered the integration of behavioural economics into advertising, and subsequently led Insight and Effectiveness at Blue449. He played a key role in developing Mediaplus UK's distinctive behavioural planning approach and now heads up Behave, leading strategy, research, effectiveness, and our Marketing Consultancy, driving innovative ideas and delivering effective solutions across a wide array of marketing challenges.
Kenny McKay, Wealth Planner, Succession Wealth
Kenny McKay is an experienced Independent Wealth Planner, specialising in helping his clients achieve financial security and long-term prosperity. Working closely with clients, he develops tailored financial strategies that cover tax-efficient investing, retirement planning, and business exit strategies. With a background in business and sport, Kenny brings a unique perspective to wealth planning, ensuring his clients receive clear, practical advice.
Sarah-Lou Benjamin, Experience Strategist, Publicis Sapient
Sarah-Lou is an Experience Strategist specialising in applying systems thinking to understand what the future of customer led thinking looks like in complex, regulated industries. Her current focus is helping marketing leaders in FS design tech-enabled strategies for an authentically customer led future.
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