Why we should help clients to understand their uniqueness

Have you booked your free spot at the next IFW Tools & Tactics with Lorraine McFall? It takes place online at 1pm on Tuesday 5th November.

IFW Board Member and financial wellbeing coach Lorraine  will be joined by IFW member Paul Claireaux to open the topic:

‘Helping clients understand their uniqueness.’

In this session, you’ll learn how we can benefit enormously from understanding:

• The many dimensions of our uniqueness – and why they matter when planning our money
• How ‘overegging’ our view of our uniqueness can hinder the financial planning process
• How our ‘values’ are different to ‘what we value’.

Paul Claireaux studied engineering at university and then spent 25 years in Financial Services: in broker sales, marketing and leading product developments. Paul has also advised clients as a wealth manager and trained as a financial coach. In 2013 he published the book ‘Who can you trust about money?’ and now writes consumer-facing educational content for leading financial services firms. Paul is currently working with a Doctor of Psychology on a series of ‘Money Mindset’ Insights.

There will be time to share your own questions, experiences & viewpoints.

Book for Tools & Tactics here.

The next CPD-accredited Wellbeing Café is at 1pm on Tuesday 3rd December. IFW Vice Chair Hiren Panchal will host Rachel Harte and Stacey Lowman of Money First Aid.

Rachel and Stacey will present ‘Why your business can’t afford to ignore financial first aid.’

Members and non-members attending for the first time can book here: https://theifw.kartra.com/calendar/WCDec24

 You can find details and dates for all upcoming IFW events here.

Judy