Using Visual Tools To Enhance Understanding - How It Works In Financial Planning

In episode 5, Sarah and Dennis discuss Visual Tools and how they can reinforce and enhance our understanding.

Can a picture paint a thousand words?

Do you know your learning style?

Maybe it's auditory and that's why you're listening to this podcast.

Or it's kinesthetic and you learn best through movement, touch, or experience.

Or, maybe it's visual, and diagrams or images help reinforce your understanding. 

Visual aids, or lived experiences, are some of the best tools we can use in the financial planning process.  Tune in to find out why.

 

Useful Information

Host: Dennis Hall Dennis is a Chartered Financial Planner whose career spans 35 years, mostly in central London. After working for larger organisations (including a spell in Moscow) he founded Yellowtail in 2006 and later relocated the office to Exeter. Dennis's particular expertise lies in Lifestyle Financial Planning, helping busy successful people transitioning from working for a living to financial independence, allowing them to choose whether they work, retire, or something in-between. Dennis regularly writes for the trade press and the finance sectors of national newspapers and also has written a book on getting your financial affairs in order called "Who Will it Hurt When I Die"

 

Host: Sarah Steele Sarah joined Yellowtail in 2017 having worked previously at Coutts Bank in Central London. Her role focused on clients in the sports and entertainment industry and, more recently, in private healthcare. In 2022, Sarah became Yellowtail's second Director and now looks after all the non-regulated aspects of the business. Sarah is particularly interested in the psychology of money and the interactions clients have with their financial planner. These interactions form the basis of many of the questions Sarah puts to Dennis on The Century Plan.

 

Contact us: sarah@yellowtail.co.uk