Sam Oakes | Checking in on colleagues and clients: The power of asking 'How are you?’

01/25/24 • 20 min

In this episode of the Just Covered podcast, Hazel and Wayne are joined by Sam Oakes from Financial Planner Life, where they reflect on the past year and discuss their goals for the new year. They also talk about the importance of checking in on colleagues and clients, and the power of asking the question "How are you out of 10?" to gauge someone's well-being.

This episode also covers.

The Power of Connection: We explore the significance of advisors being able to connect with each other, their families, or join support groups like talk clubs.

Self-appreciation and Improvement: Our conversation also delves into the importance of taking the time to reflect on personal well-being and professional growth.

The Power of Talking and Listening: We discuss the power of communication in boosting mental fitness.

Useful Links

Umbrella Benefits

Business Protection

Mental health charities

This episode also covers.

The Power of Connection: We explore the significance of advisors being able to connect with each other, their families, or join support groups like talk clubs.

Self-appreciation and Improvement: Our conversation also delves into the importance of taking the time to reflect on personal well-being and professional growth.

The Power of Talking and Listening: We discuss the power of communication in boosting mental fitness.

Useful Links

Umbrella Benefits

Business Protection

Mental health charities

Previous Episode

Host Special | Celebrating One Year of our Just Covered Podcast

Happy Podcastiversay! We are so thrilled to be reaching the one-year anniversary of our podcast. It’s been an amazing journey filled with insights, opinions, and stories from advisers across the country. So thank you to all of those involved, and for making our first year a roaring success!

In this Christmas special episode of the Just Covered podcast, host Sam Oakes takes over as the interviewer and is joined by Hazel and Wayne, the usual hosts. They reflect on the past 12 months and discuss how the podcast has helped them in their jobs.

Also covering

The last year of top tips
Stand out moments of 2023
What you can expect from 2024

Special Thanks to all our amazing guests, hosts, production team and to you, our listeners!

We look forward to what 2024 brings and to continue providing an authentic and raw experience, where guests share honestly and openly, allowing listeners to learn and potentially make changes in their own businesses.
If you feel you demonstrate brilliant customer outcomes and got your own story to share? Contact [email protected] if you are interested in appearing on our podcast

Next Episode

Fiona Tait and Manjit Kaur | Divorce after 50: pensions and property

Special: Divorce after 50: pensions and property

In this special episode of the Just Covered Podcast, our hosts Hazel Johnston and Wayne Holcombe are joined by financial planner and pensions expert, Fiona Tait, and mortgage broker and later life lending adviser, Manjit Kaur.

It starts with advice, and it starts with you.

When property and pensions are your client’s two largest assets, of course, it makes sense to approach them with caution and understand the bigger picture. Our experts, Fiona and Manjit, give their take on pensions and property in divorce, and how the role of an adviser can help to secure the best outcomes for clients going through later life divorce.

In this episode we cover;