S11:E6 - Practical tips to improve your client interactions

Your Financial Planning Maestro

Mar 20, 2025•52 min•Season 11Ep. 7

--:--

Listen in podcast apps:

Apple Podcasts

Spotify

Download

Listen to this episode in Metacast mobile app

Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠LockieConsultants.com⁠

In this week's #YourFinancialPlanningMaestro #podcast we take a week's break from CFP to talk to Emma Boardwell of Emotional Finance about what we can do to improve our interactions with clients.

Listen now to find out:

1. The importance of building the conditions of trust when giving advice

2. Why we should improve our emotional and relational skills when giving advice

3. Why financial planning should be a co-created process

4. The impact of poor client engagement on financial outcomes

5. Learn the practical steps that advisers and paraplanners can take to improve their client interactions

This episode is packed full of practical tips to help you become a better financial planner with deeper client relationships.

#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

Emma's bio: https://www.emotionalfinance.co.uk/about

For the best experience, listen in Metacast app for iOS or Android