Jason Butler at HUM London 2017
Money moments: simple steps to financial well-being
At Humans Under Management London 2017, Jason Butler presented on the importance of financial well-being for both clients and advisers.
This talk addresses the challenges financial advisers face in helping clients achieve a sense of control and satisfaction with their finances, particularly in uncertain times.
Key Points:
Understanding financial well-being involves recognising its five domains, with finance being just one part of the bigger picture.
Advisers can help clients feel in control by guiding them in budgeting and managing their spending on meaningful experiences.
Preparing clients for financial shocks is crucial; advisers should assist in building cash reserves and developing strategies for unforeseen expenses.
Promoting pro-social spending can enhance clients' happiness and strengthen relationships through shared experiences.
Watching this video will equip financial advisers with practical strategies to enhance client relationships, foster financial confidence, and improve overall well-being for their clients.
