Sam Sloma at HUM London 2018
The Value of Happiness
At Humans Under Management London 2018, Sam Sloma presented on the significance of happiness in financial advising. Sam, a seasoned professional in the field, emphasises the interplay between personal well-being and effective client relationships.
The talk addresses the challenge of fostering authentic connections with clients while maintaining a positive outlook in a demanding industry. It encourages advisers to reflect on their own happiness and its impact on their work.
Key insights include:
- Identify what brings personal happiness and incorporate those elements into daily routines.
- Be mindful of outward energy and its influence on client interactions.
- Establish accountability by tracking client goals and motivations.
- Employ thoughtful communication to strengthen relationships beyond compliance.
Watching this video will equip financial advisers with practical strategies to enhance client relationships and foster a positive working environment. Implementing these insights can lead to improved client satisfaction and personal fulfilment in their practice.
