Ruth Sturkey at HUM London 2022
Another Way of Being
At Humans Under Management London 2022, Ruth Sturkey presented on the evolving role of financial planners in fostering client well-being.
The talk addresses the challenge of how financial advisers can transition from traditional financial advice to a more holistic approach that incorporates well-being into their practices.
Key points include:
- Understanding that financial well-being is one of five elements of overall well-being, alongside career, social, community, and physical health.
- Emphasising the importance of deep, quality conversations with clients to uncover their true motivations and goals.
- Highlighting the impact of behavioural economics on financial decision-making and how advisers can leverage this knowledge.
- Encouraging advisers to integrate philanthropy and impact investing into their services to better align with clients' values.
Watching this video will provide financial advisers with actionable insights to enhance client relationships and adapt their practices to meet the evolving needs of today's clients.
