The Private Client Podcast
Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.
Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.
This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.
The Private Client Podcast
E24: Sales & High Net Worth Lending with Scott Clay
In this episode of the Private Client Podcast, host Charlie Chami speaks with Scott Clay, Director of Together Premier, about the cultural perceptions of sales, the importance of a client-centric approach, and the unique challenges faced by high net worth individuals in securing financing.
They discuss the role of specialist lenders, the urgency in property transactions, and the significance of maintaining strong relationships with clients and other professionals. Scott shares insights from his career journey, the value of an MBA, and offers advice for professionals looking to improve their client acquisition skills.
Takeaways
- Sales is viewed differently in the US and UK.
- A mindset focused on helping clients leads to better outcomes.
- It's crucial to speak to the right people at the right time.
- Specialist lenders can provide solutions where traditional banks cannot.
- Urgency in property transactions can create unique challenges.
- Building relationships with other professionals is key to success.
- Keeping promises is essential for client trust.
- An MBA can provide valuable networking opportunities.
- Understanding different business cultures enhances professional interactions.
- Dealing with senior clients can simplify communication.
Scott Clay
https://www.linkedin.com/in/scottclay/
Private Client Network
https://www.privateclientnetwork.co.uk/
https://www.linkedin.com/company/private-client-network/
https://www.instagram.com/private_client_network/
https://www.youtube.com/@ThePrivateClientPodcast
Host: Charlie Chami
https://www.linkedin.com/in/charleschami
https://www.glamis-ifa.co.uk/
Host: Simon Tutton
https://www.linkedin.com/in/simontutton/
