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
Stuart Borthwick | Doing the right thing: Customer care, community and forging real client relationships
Stuart Borthwick | Doing the right thing: Customer care, community and forging real client relationships
In this episode of Just Covered, we meet Stuart Borthwick from Dartmoor Financial LLP – an adviser working in mortgage, equity release and estate planning for over 20 years, and specialist in later life lending. Working for a family-run, independent firm operating on the edge of Dartmoor, Stuart has a unique story. But what comes across most during our 45-minute chat is his genuine passion and enjoyment for his work. He puts proud emphasis on integrity, people-first advice, community and building real long-term connections with clients. It’s a heart-warming, yet insightful discussion.
This episode also covers:
· Rethinking client vulnerability, Consumer Duty and avoiding longstanding assumptions about what makes clients vulnerable.
· Community networking and the importance of building a community of financial support that can enhance your offering to clients.
· Knowledge sharing and moving beyond the traditional client-adviser relationship to build meaningful and lasting connections with customers.