Knowing when to take a different approach with clients

Request a Callback

By clicking on submit I / We give consent for you to call me / us on the number provided to discuss my / our financial requirements.

Caring - Understanding - Reliable - Advice

Home » Guides & News » Knowing when to take a different approach with clients

Kathryn took to the online platform – illuminate live to deliver a session for advisers – Knowing when to take a different approach with clients.

Sharing her knowledge and experience of working with vulnerable clients, she hopes that it will better support clients and advisers will also consider their own mental health needs throughout the advising process.

Illuminate live are a series of live online events organised by Nucleus Financial, hosted by Lee Robertson from Octo Members. Over the course of four weeks, five speakers will present relevant, engaging and actionable ideas for you and your business.

The key points that were covered in the session included:

Identifying key factors that will indicate that a client is in a vulnerable situation. 
Summarising the appropriate soft skills and terminology to use with vulnerable clients.  
Describing how to embed a vulnerable client policy into your organisation. 
Understanding appropriate signposting services to provide clients and yourself additional support, following a difficult conversation.

To watch a recording of Kathryn’s presentation and to see what’s coming up in the weeks ahead click here.

Categories: Kathryn Knowles

Client Reviews

Knowing when to take a different approach with clients

"Alan and his team were great! Alan helped get me cover where my own company could not (I work in financial services too!) Would highly recommend and will come back in the future."

"Krystle was fantastic throughout and managed to knock almost 50% off my current life insurance premium."

"Leanne couldn't have been more helpful and thoughtful with her questions and work on my enquiry."

"Kathryn and her colleagues were very helpful because of my recent illness."

"Nick was my advisor, Excellent knowledge of products and what I needed, not just pushing me into a sale/policy, will always refer to him in the future."

"I would like to say a very big thank you especially to Amy you really went above and beyond."

"Annaliese was absolutely fantastic, making us both feel at ease and helping us navigate issues that had caused us problems with previous attempts to obtain insurance."