49. Beyond "Where Are You From?": Building Trust With Foreign-Born Clients with Jane Mepham

Planning & Beyond® - Where financial planning meets human understanding · May 7, 2026 · 54m · transcript

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A young couple, dressed up for their first real financial planning meeting, sat across from an advisor who asked about retirement, income, and savings. He never asked why they were spending money on travel. He never asked about their immigration status, their mixed marriage, or the fact that two people had just built a life in a country that wasn't theirs by birth. Two weeks later, they came back for their plan and were told they were going to fail. They walked out feeling like failures in a country they had worked incredibly hard to call home. It…