Just Covered
Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, and tune in for industry knowledge and inspiration. Let's dive into the world of financial services together!
Just Covered
Priyesh Patel | Building Financial Resilience in a Cost of Living Crisis
Hazel and Wayne are joined by Priyesh Patel - Financial Consultant at Ablestoke Financial Planning
With financial resilience forefront of consumer mind at the moment given the cost of living crisis, is it now more important than ever to ensure our customers are protected? Should resilience planning always be the starting foundation when providing financial advice? In this episode we talk to Priyesh about how he views his role as a financial consultant and he gives us some brilliant hints and tips on how to engage customers and help them realise the importance of having a plan B in place. Priyesh also shares the impact that dealing with a customer claim has had on his and his client’s mindsets.
We cover:
- Why insurance can be the key to long term financial planning
- How to help customers visualise the risk and their need
- Priyesh demonstrates the importance of focussing in on the type of client you feel
- you can work with best
- What you can do to help your existing clients if one has had a claim