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#93 – Understanding Client Needs: Key Insights from Jay Burke and Ben Kemp
In this episode of Fine Answers, Jay Burke and Ben Kemp provide invaluable insights into the importance of understanding client needs when developing investment strategies. With a keen focus on holistic financial planning, Jay and Ben emphasize the necessity of looking beyond immediate advice and considering clients' broader financial goals and circumstances.
Through thoughtful discussion, Jay and Ben underscore the significance of reassessing client needs over time and adjusting investment strategies accordingly. They delve into the complexities of managing and investing large sums of money, addressing factors such as debt management, asset expenses, emergency funding, and long-term financial objectives.
From developing sample client scenarios to reaching out to referral partners to explain the full scope of financial planning services, Jay and Ben outline actionable steps to enhance the client-advisor relationship and provide comprehensive financial guidance.
Listeners are invited to join the conversation as Jay and Ben discuss investment strategies for clients with lump sums, financial planning for individuals with significant assets, and the importance of seeking impartial advice in business. Whether you're a seasoned investor or new to financial planning, this episode offers practical advice and actionable strategies to help you achieve your financial goals.
Tune in to Fine Answers for a deep dive into the world of financial planning and investment advice, where Jay and Ben shed light on the path to financial success through understanding, empathy, and strategic decision-making.
Our Links:
Facebook: https://www.facebook.com/burkebrittonfp/
Instagram: https://www.instagram.com/burkebrittonfp/
TikTok: https://www.tiktok.com/@burkebrittonfp
Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU
Links:
If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676
You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP
PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.
Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
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By Burke Britton Financial PartnersIn this episode of Fine Answers, Jay Burke and Ben Kemp provide invaluable insights into the importance of understanding client needs when developing investment strategies. With a keen focus on holistic financial planning, Jay and Ben emphasize the necessity of looking beyond immediate advice and considering clients' broader financial goals and circumstances.
Through thoughtful discussion, Jay and Ben underscore the significance of reassessing client needs over time and adjusting investment strategies accordingly. They delve into the complexities of managing and investing large sums of money, addressing factors such as debt management, asset expenses, emergency funding, and long-term financial objectives.
From developing sample client scenarios to reaching out to referral partners to explain the full scope of financial planning services, Jay and Ben outline actionable steps to enhance the client-advisor relationship and provide comprehensive financial guidance.
Listeners are invited to join the conversation as Jay and Ben discuss investment strategies for clients with lump sums, financial planning for individuals with significant assets, and the importance of seeking impartial advice in business. Whether you're a seasoned investor or new to financial planning, this episode offers practical advice and actionable strategies to help you achieve your financial goals.
Tune in to Fine Answers for a deep dive into the world of financial planning and investment advice, where Jay and Ben shed light on the path to financial success through understanding, empathy, and strategic decision-making.
Our Links:
Facebook: https://www.facebook.com/burkebrittonfp/
Instagram: https://www.instagram.com/burkebrittonfp/
TikTok: https://www.tiktok.com/@burkebrittonfp
Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU
Links:
If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676
You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP
PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.
Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.