Zoe Taylor at HUM London 2025
Victims, Villains and Defenders: What Happens When Money Meets Emotion
At Humans Under Management London 2025, Zoe Taylor presented on the emotional and cognitive biases affecting financial decision-making. A chartered financial adviser, she specialises in supporting vulnerable clients.
The talk explores the intersection of financial advice and emotional manipulation, highlighting the potential for both clients and advisers to fall victim to biases. Key questions include how to identify red flags and protect vulnerable individuals from exploitation.
Key Insights:
Financial vulnerabilities often stem from emotional biases that advisers must recognise and address.
Effective client processes can be designed to challenge these biases, ensuring clients' best interests are prioritised.
Trust must be balanced with critical oversight to prevent abuse, particularly in power of attorney situations.
Advisers should adopt a more defensive role, protecting clients from both internal and external threats.
Watching this video will equip financial advisers with essential strategies to enhance client relationships and safeguard against financial exploitation.
