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...
Season One, Episode Two
Sales down 26% in last five years
When promoting protection during pandemic
'Ring fence your past, ring fence your present, ring fence your future'
'These products sell themselves once they are explained the right way'