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Helping clients with their financial wellness
Practical insights for better client conversations
Financial well‑being is gaining prominence across the industry, yet its role in day‑to‑day advice can feel unclear. This video series brings the concept to life through real client behaviours, conversations, and planning scenarios advisers face every day. Rather than adding new processes, it shows how well-being is already embedded in good advice – and how small shifts can strengthen engagement, confidence, and long‑term outcomes.
Each video focuses on a different aspect of the client experience – from how people think and feel about money to how they form goals, manage uncertainty, and build resilience – offering a practical, behavioural lens that fits naturally into existing meetings and reviews.
Get a clearer sense of how financial well being really plays out in client meetings. Moments of uncertainty or hesitation often signal deeper concerns – while structured planning can turn those moments into confidence, clarity, and stronger engagement.
Understanding how clients’ past experiences and emotions shape their money attitudes helps advisers interpret hesitation, anxiety, or resistance more accurately. Recognising these patterns leads to clearer conversations, stronger engagement, and more effective financial planning.
Help clients gain clarity about what really matters to them. This session shows how focusing on goals and purpose makes planning conversations smoother, more meaningful, and more aligned with the life clients want to build.
Help clients feel more secure by strengthening their financial resilience. This video shows how practical steps around cash flow, debt, and contingencies can make uncertainty easier to navigate.
See how well-being, behaviour, goals, and resilience come together in everyday advice. This final session shows how small shifts in conversations can strengthen client confidence and enhance the overall planning experience.
This guide introduces a simple framework and exercise to support conversations about financial well-being. It is designed to fit within existing advice processes and can be used in both initial and review meetings.
Who this series is for
This series is designed for financial advisers who want to:
- Strengthen the emotional and behavioural impact of their advice
- Improve client engagement and decision‑making
- Build deeper, longer‑lasting client relationships
- Enhance planning conversations without adding new frameworks or complexity
How to use the series
You can watch each session individually or as a complete journey. Every instalment offers practical takeaways you can apply immediately – whether you’re preparing for an initial meeting, running an annual review, or discussing long-term planning under uncertainty.
About your financial well-being coach
James is a Chartered Fellow of the CISI, author of The Heart of Finance and a former financial planner. In October 2023, a year after selling his financial planning business, James founded Raise Your EI. After 15 years as a financial planner, he recognised the need for high-quality, science-based training in emotional intelligence to help firms and planners in financial services achieve success.
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