• Purpose-Led Financial Planning - With Katherine Waller of Six Degrees

  • Oct 15 2024
  • Durée : 39 min
  • Podcast

Purpose-Led Financial Planning - With Katherine Waller of Six Degrees

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  • Résumé

  • Co-founder of purpose led financial planners Six Degrees, Katherine Waller, joins us on this episode. We invited Katherine on to talk about our shared approach to financial planning and to delve into how she helps people get the best financial outcomes. In this episode we explore:

    • The importance of emotional intelligence in financial planning
    • Vulnerability and trust in client relationships
    • How life experiences shape our financial behaviour
    • Overcoming financial fears and insecurities
    • Balancing rational and emotional approaches
    • Common obstacles in financial planning
    • The role of purpose in financial advice
    • Using shared interests to build relationships
    • Our love of food and wine!

    We also discuss our shared passion for eliminating decision-overwhelm for clients who already have too many choices to make in their daily lives. And why advisers should be held accountable for making decisions rather than offering endless options.

    Useful information

    Host: Dennis Hall

    Host: Sarah Steele

    Guest: Katherine Waller

    Contact us: ask@yellowtail.co.uk
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