Articles & Publications
Selected articles, working papers, and media contributions spanning financial psychology, behavioural finance, and investment advisory practice.
Adopting a Therapeutic Approach to Investment Advisory
Explores how financial therapy frameworks can be integrated into investment advisory practice — moving from performance-only relationships to ones that acknowledge the emotional and relational dimensions of investment decision-making.
Momentum Investments SCI-FI Report 2022
An evidence-based examination of investor sentiment, capital market behaviour, and the financial system's interaction with investor psychology during a period of elevated uncertainty and volatility.
Managing Client Portfolios in Times of Crisis
Crisis reveals the gap between financial knowledge and financial behaviour. This piece examines how advisors can guide clients through market volatility by addressing the emotional and identity dimensions that drive panic-driven portfolio decisions.
One argument, five countries
CFPS research on institutional financial therapy — the case that men at the top of corporate and financial power structures carry unexamined financial distress, and that the cost of it is borne by everyone else — picked up across five national press markets.
In conversation
Long-form conversations and conference talks on financial psychology, financial therapy, and the behavioural dimensions of money.
On the provider script — why the expectation to carry a household financially shapes men’s money behaviour, and what it costs when it goes unexamined.
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What happens to household behaviour — and to the wider economy — when retirement savings become partially accessible before retirement.
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Olebogeng Motse in conversation with Dr Prince Sarpong and Prof. Liezel Alsemgeest on the book bridging mental health and money.
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A practitioner-facing session on translating behavioural finance from theory into the day-to-day work of an advisory practice.
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What financial therapy looks like when it is grounded in African psychological traditions rather than imported wholesale from Western clinical models.
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The second half of the conversation, moving from theory into how these ideas reshape practice with real clients.
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How money patterns are transmitted between generations — and what it actually takes to interrupt an inherited financial script.
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A talk for advisers on moving client conversations past accumulation — bringing values and emotional intelligence into financial planning.
WatchPeer-reviewed research papers
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