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Purpose-Led Financial Planning - With Katherine Waller of Six Degrees
Manage episode 445292245 series 3560581
Dennis Hall and Sarah Steele에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dennis Hall and Sarah Steele 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Co-founder of purpose led financial planners Six Degrees, Katherine Waller, joins us on this episode. We invited Katherine on to talk about our shared approach to financial planning and to delve into how she helps people get the best financial outcomes. In this episode we explore:
- The importance of emotional intelligence in financial planning
- Vulnerability and trust in client relationships
- How life experiences shape our financial behaviour
- Overcoming financial fears and insecurities
- Balancing rational and emotional approaches
- Common obstacles in financial planning
- The role of purpose in financial advice
- Using shared interests to build relationships
- Our love of food and wine!
We also discuss our shared passion for eliminating decision-overwhelm for clients who already have too many choices to make in their daily lives. And why advisers should be held accountable for making decisions rather than offering endless options.
Useful information
Host: Dennis Hall
Host: Sarah Steele
Guest: Katherine Waller
Contact us: ask@yellowtail.co.uk
34 에피소드
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