Getting to the root cause of client mental health

'A good adviser will probe deeper'

clock • 5 min read

Richard Campo reflects on the real connections between client finances and their mental health

Being a financial adviser, but more specially, a career mortgage broker, you really do get a unique window into people's worlds. There is a very famous quote from Peter Drucker, the management guru that goes: "Tell me what you value and I might believe you, but show me your bank statement, and I'll show you what you really value." Very few people share contents of their bank statements, or indeed credit files, with anyone, including spouses or partners! Yet as advisers, we get sight into that world, which if you know where, or how to look, speaks volumes. What I have noticed over t...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

New Leaf Distribution appoints head of protection

New Leaf Distribution appoints head of protection

Jo Pawson takes the role

Jaskeet Briah
clock 19 September 2025 • 1 min read
FCA Market Study: The problem of loaded premiums

FCA Market Study: The problem of loaded premiums

Firms should “prioritise simplicity and transparency”

Tony Müdd
clock 17 September 2025 • 3 min read
Tavistock acquires Lifetime Financial Management Intermediaries

Tavistock acquires Lifetime Financial Management Intermediaries

Refocusing the company's strategy

Isabel Baxter
clock 12 September 2025 • 3 min read