
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
Vanessa Barnes | Empowering Advice : Helping clients take control of their financial futures.
In this episode of Just Covered, we’re honoured to be joined by Vanessa Barnes, chartered financial planner and recently appointed board member of the Consumer Duty Alliance. Vanessa is a trailblazer in many ways, running an all-female financial firm, she’s a powerful and dedicated advocate for women and the unique financial challenges they face, amongst many other things. This thoughtful discussion covers a range of key topics, like helping clients to find happiness in retirement, and details some of her own techniques for dynamic financial planning, like ‘the bucket method’. Take a listen…
This episode also covers:
· The evolution of financial planning from product-focused to life-centric approaches.
· Attracting women into the profession and how the industry can improve education, awareness and collaboration to support this.
· How advisers can empower their clients and deliver long-term emotional and financial wellbeing, especially into retirement.