• ‘Feeling like they're in control’: Understanding the diverse needs of clients

  • 2025/03/05
  • 再生時間： 39 分
  • ポッドキャスト

‘Feeling like they're in control’: Understanding the diverse needs of clients

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  • In this episode of The ifa Show, host Keith Ford is joined by Katherine Spitzkowsky, founder and principal adviser at Yulania Financial, ahead of International Women’s Day to discuss the specific needs of women seeking financial advice, as well as how advisers can work with neurodiverse clients.

    While many financial advisers aim to tailor their offering to every client based on their individual needs, Spitzkowsky explains why it is still important to understand the differences in the way that men and women approach financial literacy to ensure clients receive the best outcome from the financial advice process.

    Listen as they discuss:

    • The value of referring clients to other advisers who would be a better fit.
    • Why neurodiverse clients can often be perceived as difficult because of a mismatch in communication styles.
    • How financial advisers can provide a better service through flexibility in their processes.
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あらすじ・解説

In this episode of The ifa Show, host Keith Ford is joined by Katherine Spitzkowsky, founder and principal adviser at Yulania Financial, ahead of International Women’s Day to discuss the specific needs of women seeking financial advice, as well as how advisers can work with neurodiverse clients.

While many financial advisers aim to tailor their offering to every client based on their individual needs, Spitzkowsky explains why it is still important to understand the differences in the way that men and women approach financial literacy to ensure clients receive the best outcome from the financial advice process.

Listen as they discuss:

  • The value of referring clients to other advisers who would be a better fit.
  • Why neurodiverse clients can often be perceived as difficult because of a mismatch in communication styles.
  • How financial advisers can provide a better service through flexibility in their processes.
続きを読む 一部表示

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