Just Covered

Checking in on colleagues and clients: The power of asking 'How are you?’

January 25, 2024 Legal & General Episode 14
Checking in on colleagues and clients: The power of asking 'How are you?’
Just Covered
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Just Covered
Checking in on colleagues and clients: The power of asking 'How are you?’
Jan 25, 2024 Episode 14
Legal & General

In this episode of the Just Covered podcast, Hazel and Wayne are joined by Sam Oakes from Financial Planner Life, where they reflect on the past year and discuss their goals for the new year. They also talk about the importance of checking in on colleagues and clients, and the power of asking the question "How are you out of 10?" to gauge someone's well-being. 

This episode also covers.

-       The Power of Connection: We explore the significance of advisors being able to connect with each other, their families, or join support groups like talk clubs. 

-       Self-appreciation and Improvement: Our conversation also delves into the importance of taking the time to reflect on personal well-being and professional growth. 

-       The Power of Talking and Listening: We discuss the power of communication in boosting mental fitness. 

Useful Links

-       Umbrella Benefits

-       Business Protection

-       Mental health charities 

Show Notes

In this episode of the Just Covered podcast, Hazel and Wayne are joined by Sam Oakes from Financial Planner Life, where they reflect on the past year and discuss their goals for the new year. They also talk about the importance of checking in on colleagues and clients, and the power of asking the question "How are you out of 10?" to gauge someone's well-being. 

This episode also covers.

-       The Power of Connection: We explore the significance of advisors being able to connect with each other, their families, or join support groups like talk clubs. 

-       Self-appreciation and Improvement: Our conversation also delves into the importance of taking the time to reflect on personal well-being and professional growth. 

-       The Power of Talking and Listening: We discuss the power of communication in boosting mental fitness. 

Useful Links

-       Umbrella Benefits

-       Business Protection

-       Mental health charities