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
Monica Bradley | Client-centric Solutions: Creating Trusting and Lasting Financial Support
In this episode of the Just Covered podcast, Hazel and Wayne meet Monica Bradley, award-winning mortgage adviser and owner of Monica Bradley Associates. During this chat, she sets out the unique vision and ethos behind her firm, including her persistent emphasis on strong leadership. She also explores her approach to having a specialist team which ultimately enables each adviser to reach their maximum potential while delivering exceptional client outcomes.
This episode also covers:
· Understanding the financial adviser’s role as a lifelong partner to clients by helping them plan appropriately for unexpected events and navigate challenges as they arise.
· The importance of truly caring for your clients and effectively preparing teams so that they’re able to confidently and compassionately ask tough questions.
· How to keep clients regularly informed and engaged with the evolving financial landscape and the best channels, approaches, and communications tools for doing so.