Fraser Kerr | Putting people first: How to build genuine client relationships
Description
n this episode of Just Covered, we invite Fraser Kerr, Regional Director of Scotland for abrdn. During this insightful half-hour chat, Fraser charts his career journey, from washing dishes to his current senior financial position, reflecting on the key pearls of wisdom he now imparts as a leader to his team. His relentless focus on a people-first approach to financial planning is inspiring – seeing advisers as a source of clarity and peace of mind for families amidst turbulent market conditions and often-testing life events. We thoroughly recommend a listen…
This episode also covers:
· The importance of using cashflow modelling to bring your financial advice to life.
· How to balance client needs with their emotional capacity for loss to provide the most effective advice.
· The best, and most empathetic, stage to bring financial solutions or products into the adviser-client conversation.
United States
