How specialised advice guides clients through grief and complexity
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How specialised advice guides clients through grief and complexity
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About this listen
In this episode of the ifa Show, host Keith Ford speaks with Jordan Vaka, an independent financial adviser at PlanningSolo, about his niche focus on clients experiencing divorce and bereavement, particularly older women who have not previously managed the household finances.
Jordan explains the practical and emotional realities of advising recently widowed or divorced clients, from working closely with lawyers and unwinding complex structures to slowing things down or comforting a distressed client.
Tune in to hear:
- How both divorce and bereavement can consumes clients' mental capacity.
- The importance of simplifying financial affairs and focusing on predictable, regular income rather than elaborate structures.
- Why deep specialisation in niches can significantly improve client outcomes.
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