Olivia Perry, one of our financial planners, was recently interviewed by Madeleine Anderson on Citywire’s The Advice Show podcast.
The discussion focused on why financial advisers should be mindful of vulnerabilities when giving advice to clients. Olivia explains why vulnerability is personal to each individual and can change at different points in their life. She also shares how we spot the signs and adapt to different client needs, including looking through the lens of different vulnerabilities and creating safe, non-judgemental environments.
To watch the episode, click the link below:
