Tina Weeks at HUM London 2020
We Always Think We Have Time
At Humans Under Management London 2020, Tina Weeks presented on the evolving role of financial planning in client relationships. With over 24 years of experience as a financial adviser, Weeks shares valuable insights into the profession.
The talk addresses the challenge of how financial advisers can foster meaningful connections with clients while navigating the commoditisation of financial advice. It highlights the importance of understanding clients' emotional relationships with money and how this impacts their decision-making.
Key insights include:
- Building strong relationships with clients enhances long-term financial planning outcomes.
- Life planning and coaching are essential skills that can transform the client experience.
- Advisers should focus on supporting clients in crafting a compelling possibility story that aligns with their values.
- Recognising the significance of protection and insurance in financial planning ensures comprehensive client care.
Watching this video will equip financial advisers with practical strategies to deepen client relationships, enhance their planning skills, and ultimately provide greater value in their practice.
