Latest / Challenge the Standard in Financial Advice
S8E11 Vulnerable Clients
How do you recognise, assess and accommodate the vulnerabilities your clients bring into your meetings?
In this week's episode, Nathan and Jordan explore the many different vulnerabilties clients carry in our work together. Bouncing from their work in the divorce, bereavement and aged care spaces, they discuss:
How vulnerability is not, and shouldn't be seen as, an impairment or disability
The different ways vulnerability can manifest in our meetings
How people can mask their mental disengagement in our process so well that we don't notice
What you and your firm can do to work around these…
The skinny
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