Nick Taylor with Alan Smith at HUM London 2022
Slow Down to Go Fast
At Humans Under Management London 2022, Nick Taylor and Alan Smith presented on the importance of taking a step back in financial planning to enhance client understanding and service.
The talk centres on the challenge financial advisers face in truly understanding their clients’ needs and aspirations amidst a fast-paced environment. It encourages a shift in perspective, advocating for a more thoughtful approach to client interactions.
Key insights include:
- The necessity of slowing down to ask deeper questions that reveal clients' true desires.
- The value of individual reflection through exercises like the 'R question' to clarify personal and professional goals.
- The importance of writing down thoughts to foster commitment and clarity in planning.
- A reminder that financial planning is an evolving process, not a one-time event.
Watching this video will empower financial advisers to deepen client relationships and enhance their practice by embracing a more reflective and intentional approach to financial planning.
