• Goal-Based Financial Planning: A Positive Approach to Protecting Your Future

  • Feb 29 2024
  • Duración: 32 m
  • Podcast

Goal-Based Financial Planning: A Positive Approach to Protecting Your Future Por arte de portada

Goal-Based Financial Planning: A Positive Approach to Protecting Your Future

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  • Resumen

  • In this episode of the Just Covered podcast, Hazel and Wayne are joined by Chartered Financial Planner, George Laidlaw from Gilson Gray Financial Management. George shares his inspiring journey from working in the banking industry to where he is now and why it was important to him to achieve Chartered status despite raising his young family. Throughout George’s career he has adapted how he brings the topic of protection into his client conversations through the use of cashflow modelling and we loved exploring this with him.

    This episode also covers;

    • Building professional connections with law firms, allowing both parties to offer comprehensive services to their clients, covering both financial planning and legal advice.
    • Goal-based planning, aligning protection with clients' overall financial goals, rather than viewing the protection conversation as a disturbance or a negative aspect of the fact find
    • The importance of building a community of peers in the industry. George emphasises the value of learning from others and staying connected with fellow advisors. By sharing knowledge and experiences, advisors can enhance their skills and provide better service to their clients.
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