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.

Useful information

Host: Dennis Hall

Host: Sarah Steele

Guest: Katherine Waller

Contact us: ask@yellowtail.co.uk

Purpose-Led Financial Planning - With Katherine Waller of Six Degrees