Paul Cleworth at HUM London 2020
Our What, Why & How
At Humans Under Management London 2020, Paul Cleworth presented on the essential elements of financial planning and client engagement. Paul is the founder of Tandem Financial, a firm focused on helping clients achieve financial freedom.
The talk addresses the challenges financial advisers face in explaining complex investment concepts and building meaningful client relationships. It emphasises the importance of understanding clients' needs and behaviours to provide tailored advice.
Key insights from the presentation include:
- Client Experience: Creating a welcoming environment and fostering strong relationships is crucial for client retention.
- Investment Education: Simplifying investment concepts helps clients understand their options better and makes financial planning more accessible.
- Holistic Approach: Advisers should consider clients' life goals beyond finances to enhance engagement and satisfaction.
- Risk Management: Establishing clear communication around risk and investment strategies is essential for aligning client expectations.
Watching this video will equip financial advisers with practical strategies to improve client interactions and enhance their overall practice, ultimately leading to better outcomes for both clients and advisers.
