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 vulnerabilities How different approaches can influence our work  The distinction between the power of good vulnerable client policies and on-the-ground experience Heavy? Sure.  Vital for those of us working with actual humans confronting the second most sensitive part of their lives? Absolutely.  But don't worry regular listeners, there's also plenty of discussion about the latest stop on Nathan's Journey of the (Tea) Leaf.  And tune in for what Jordan confidently believes is the greatest two-word combination he's ever uttered.    You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.  CPD For this Episode: https://quiz.ensombl.com/NATH-26021111-24240001  Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.      Nathan: [email protected] www.nathanfradley.com.au Jordan: [email protected] www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.