S2:E2 Wendy Fleming CFP™ - Identifying and supporting wealthy clients who get into debt
Episode description
Wendy is a CFP™ professional who started the charity Ditch Debt with Dignity in 2014 and since then has supported hundreds of wealthy people who have got into debt. In a world where so many on lower incomes have struggled financially during the pandemic, many wealthier people have tried to keep up the appearance of affluence which has resulted in many feeling ashamed and reluctant to seek help.
We talk about how to identify which of your clients might be starting to struggle financially, practical steps to support them in making the tough decisions needed to find a solution and sources of help and education for us and for clients.
As we start 2022, this is perhaps one of the most insightful conversations we've had on our podcast.
Website: Ditch Debt with Dignity
The book we talk about in this podcast: Time to Think, Nancy Kline. Please support your local bookshops if you can.
Listen again via: LockieConsultants.com