In a world where the rising cost of living meets relentless pressure on fees, financial advisers are facing a challenge like never before. People are re-evaluating every pound spent, looking harder at where true value lies. Yet, for those seeking security, stability, and growth in their financial lives, the right advice has never been more essential. That’s why we're launching this series. A podcast series designed for advisers to help them better articulate their value.
This series isn’t just about storytelling; it’s about building a toolkit.
Hosted on Acast. See acast.com/privacy for more information.
In a world where the rising cost of living meets relentless pressure on fees, financial advisers are facing a challenge like never before. People are re-evaluating every pound spent, looking harder at where true value lies. Yet, for those seeking security, stability, and growth in their financial lives, the right advice has never been more essential. That’s why we're launching this series. A podcast series designed for advisers to help them better articulate their value.
This series isn’t just about storytelling; it’s about building a toolkit.
Hosted on Acast. See acast.com/privacy for more information.
In this deeply human conversation, Jeremy Askew and Suzan Issa from Town Close Financial Planning join us to share their heartfelt philosophy: "Serve, don’t sell." Together, they explore what it truly means to create value for clients, by listening deeply, shifting mindsets, and focusing on what really matters. From bereavement to generational transitions, Jeremy and Suzan walk us through how they meet clients at life’s most pivotal moments and help them navigate not just their money, but their meaning.
We discuss how financial wellbeing is more about how it feels than what’s in the bank account, why "money dysmorphia" is on the rise, and how authentic relationships, not just technical expertise, build lasting trust. Suzan also shares their inward-facing work with the team: creating a 'no-blame, no-shame' culture where staff are encouraged to grow as humans, not just professionals.
From a widow asking how to spend money once meant for two, to five-generation family engagements, to quiet reflections on what clients don’t say, this episode shows how powerful advice becomes when it is rooted in presence, empathy, and shared humanity.
Top 8 Takeaways
Great Phrases
“The money is often a cover story. The real work is a change in mindset.”
“You know when you’ve been truly listened to. And so do your clients.”
“Serve, don’t sell.”
“If you command someone’s time, you have a place in their heart.”
“It’s not about the pot of money. It’s about the dream it enables.”
“Qualifications get you to the front door. They don’t get you through it.”
“We seek first to understand. That’s where the value lives.”
“We’re not afraid to say: this isn’t the right fit.”
“Money dysmorphia: when someone’s perception of their financial reality is emotionally distorted.
”“Financial wellbeing is only wellbeing if it feels good to you.”
Resources:
Hosted on Acast. See acast.com/privacy for more information.
