Our second episode, Hazel and Wayne are joined by Priyesh Patel – Financial Consultant at Ablestoke Financial Planning
With financial resilience forefront of consumer mind at the moment given the cost of living crisis, is it now more important than ever to ensure our customers are protected? Should resilience planning always be the starting foundation when providing financial advice? In this episode we talk to Priyesh about how he views his role as a financial consultant and he gives us some brilliant hints and tips on how to engage customers and help them realise the importance of having a plan B in place. Priyesh also shares the impact that dealing with a customer claim has had on his and his client’s mindsets.
- Why insurance can be the key to long term financial planning
- How to help customers visualise the risk and their need
- Priyesh demonstrates the importance of focussing in on the type of client you feel you can work with best
- What you can do to help your existing clients if one has had a claim