Financial Wellbeing

By: Zoe Taylor

Chartered Financial Planner

Lawrence Neil Wealth Management

The real differentiator will be those who understand the human mind as well as they understand the balance sheet. We are not just advisers, but defenders of our clients’ wellbeing.

By: Emma Beeston

Philanthropy Advisor

Emma Beeston Consultancy

The number one thing financial planners can do is confidently raise philanthropy in their conversations with clients early on.

By: Chris Budd

Chairman

Ovation Finance & The Eternal Business Consultancy

We are in unprecedented times. Your clients want to hear from you more than ever and not necessarily about their investments.

By: Ruth Sturkey

Non-Executive Director, Podcaster & Business Coach

I confess, when I started to write this article, I wondered whether ‘financial wellbeing’ was just some new buzz phrase or a phrase worth using.

By: Carrie Bendall

Head of Content

Learnings from over a decade of working with Financial Planners and talking to their clients. Some thoughts for coaching clients and deeper client conversations.

By: Chris Budd

Chairman

Ovation Finance & The Eternal Business Consultancy

Here are Jan Bowen-Nielsen and Chris Budd’s top 10 tips for using a coaching approach to increase client engagement.