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
Fraser Kerr | Putting people first: How to build genuine client relationships
n this episode of Just Covered, we invite Fraser Kerr, Regional Director of Scotland for abrdn. During this insightful half-hour chat, Fraser charts his career journey, from washing dishes to his current senior financial position, reflecting on the key pearls of wisdom he now imparts as a leader to his team. His relentless focus on a people-first approach to financial planning is inspiring – seeing advisers as a source of clarity and peace of mind for families amidst turbulent market conditions and often-testing life events. We thoroughly recommend a listen…
This episode also covers:
· The importance of using cashflow modelling to bring your financial advice to life.
· How to balance client needs with their emotional capacity for loss to provide the most effective advice.
· The best, and most empathetic, stage to bring financial solutions or products into the adviser-client conversation.