Just Covered

As professionals in the financial industry, what more can we be doing to ensure our clients feel empowered with their finances? Nicola voices her views on why she feels she is a “coach” to her clients and how to build a successful  client relationships. Nicola believes we have the gift of knowledge that can help us give our clients power over their financial choices. 

Nicola shares why she feels a good match between adviser and client is essential in order to build a successful rapport and deeper relationship with clients.
 
 We cover:

• Why having a strong personal brand helps your business and allows you to find “the right” clients
• Why an approach genuine to your personality is essential as a financial planner
• How to build lasting, caring client realtionships with a foundation of trust
• The benefits and importance of continuous learning to broaden your offering
• Please find some of the support materials mentioned in this episode in the attachments section.

If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to [email protected]. Please also get in touch with any topics you would like us to cover on this podcast.

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Ignite - Ignite | Mortgage Technology | Legal & General

Hazel and Wayne are joined by Priyesh Patel - Financial Consultant at Ablestoke Financial Planning

With financial resilience forefront of consumer mind at the moment given the cost of living crisis, is it now more important than ever to ensure our customers are protected? Should resilience planning always be the starting foundation when providing financial advice? In this episode we talk to Priyesh about how he views his role as a financial consultant and he gives us some brilliant hints and tips on how to engage customers and help them realise the importance of having a plan B in place. Priyesh also shares the impact that dealing with a customer claim has had on his and his client’s mindsets. 

We cover:

• Why insurance can be the key to long term financial planning
• How to help customers visualise the risk and their need
• Priyesh demonstrates the importance of focussing in on the type of client you feel
• you can work with best
• What you can do to help your existing clients if one has had a claim

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Ignite - Ignite | Mortgage Technology | Legal & General