Wayne Griffiths | The Power of Storytelling
11/23/23 • 33 min
In this episode of the Just Covered podcast, hosts Hazel and Wayne are joined by Wayne Griffiths from One Financial Solutions. He shares his journey to becoming an independent financial adviser after starting in the financial services industry in the 1990s.
Wayne discusses the challenges and uncertainties he faced during this transition and how joining a network helped to ensure compliance and support.
This episode also covers
- The importance of being nosy and storytelling with your clients
- How to approach certain clients
- Intergenerational planning and equity release.
- Mental health and the importance of checking in on each other
Overall, the episode highlights the need for compassion, collaboration, and support within the financial services industry. By working together and fostering a sense of community, professionals can navigate the challenges of their job and create a more positive and inclusive work environment.
Useful links
Bank of family –https://www.legalandgeneral.com/adviser/bank-of-family/
Charity mentioned -Men’s Mental Fitness charity - https://talkclub.org
Mind - https://www.mind.org.uk/
In this episode of the Just Covered podcast, hosts Hazel and Wayne are joined by Wayne Griffiths from One Financial Solutions. He shares his journey to becoming an independent financial adviser after starting in the financial services industry in the 1990s.
Wayne discusses the challenges and uncertainties he faced during this transition and how joining a network helped to ensure compliance and support.
This episode also covers
- The importance of being nosy and storytelling with your clients
- How to approach certain clients
- Intergenerational planning and equity release.
- Mental health and the importance of checking in on each other
Overall, the episode highlights the need for compassion, collaboration, and support within the financial services industry. By working together and fostering a sense of community, professionals can navigate the challenges of their job and create a more positive and inclusive work environment.
Useful links
Bank of family –https://www.legalandgeneral.com/adviser/bank-of-family/
Charity mentioned -Men’s Mental Fitness charity - https://talkclub.org
Mind - https://www.mind.org.uk/
Previous Episode
Amy Whittingham | Treat your clients like your family
Dubbed the “Queen of Claims” by her colleagues and with an ability to keep protection advice both relatable and understandable – it is safe to say Amy Whittingham is one of the industry’s leading protection advisers.
Amy shares with Hazel and Wayne some candid stories of where the cover she has set up has made a difference to her clients as well as exploring how to navigate the protection conversation within the wealth space.
This episode is a must for any adviser dealing with customers in the wealth space and any advisers who are time short and want to refer their clients over to a protection specialist.
We cover:
- Amy’s journey and what it meant to be Future Proof’s first ever employee
- The reasons why it is crucial to be having a robust and holistic protection conversation
- The importance of true listening and taking the time to find the right solution
- Balancing affordability, wants and needs when it comes to protection advice
- Why we should never walk past a protection conversation, even if it looks like the customer is fully covered
If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to [email protected]. Please also get in touch with any topics you would like us to cover on this podcast.
Useful Links
Next 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
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