The Century Plan | Purpose-Led Financial Planning
Season 4 Episode 4
Podcast Introduction
Welcome to The Century Plan, a podcast that looks at financial independence. How to achieve it, and how to maintain it, during a lifetime which may see people, born today, living to age 100. Dennis Hall and Sarah Steele educate and highlight ways to build a brighter retirement through financial planning.
Co-founder of purpose-led financial planners Six Degrees, Katherine Waller, joins us on this episode. We invited Katherine on to talk about our shared approach to financial planning and to delve into how she helps people get the best financial outcomes. In this episode we explore:
- The importance of emotional intelligence in financial planning
- Vulnerability and trust in client relationships
- How life experiences shape our financial behaviour
- Overcoming financial fears and insecurities
- Balancing rational and emotional approaches
- Common obstacles in financial planning
- The role of purpose in financial advice
- Using shared interests to build relationships
- Our love of food and wine!
We also discuss our shared passion for eliminating decision-overwhelm for clients who already have too many choices to make in their daily lives. And why advisers should be held accountable for making decisions rather than offering endless options.
Listen to the podcast
Or listen on your favourite podcast app here: The Century Plan Podcast
About the hosts
Dennis Hall – Read bio.
Sarah Steele – Read bio.
About our guest – Katherine Waller
ABOUT YELLOWTAIL
Founded by Dennis Hall, Yellowtail are the trusted financial planners who advise individuals & families across the UK. Yellowtail’s experts provide the clarity, control and confidence to guide you through financial planning, estate planning, pension transfers and investment management directing your journey towards a prosperous retirement and financial peace of mind.