Paul Benson
speaker
378 appearances
1 recordings
1 series
first heard Mar 2021
last heard Mar 2021
Paul Benson’s voice in public audio — every appearance, attributed to the second.
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Appearances
So you're in the center, you're running the ball, you're kicking the goals, taking all the glory.
But the financial planner is just there to support you and help you succeed.
Yeah, that's right.
And that's which touches on a related point.
A lot of actually the role of the financial planner is about giving people peace of mind.
You know, a key thing when we catch up for those annual progress meetings that I wanted to deliver to the clients is the
everything's okay.
I mean, look, sometimes you've got to say, hey, we're not on track to hit this target.
I need you to do this or you're going to have to work an extra year because the way we're tracking, we're not going to achieve that goal, right?
So you can't always be, hey, everything's good.
I mean, you've got to be honest, right?
But for the most part, and people are realistic generally, that's not a problem, it's about giving people the confidence that I know that part of my life is okay because I
Paul or whoever is over it, is on, you know, across it.
So that's, yeah, so that's a really important element, giving them the confidence.
So then back to your question around the education.
Yeah.
So typically you might necessarily get into a lot of that in the initial engagement because there can be a bit of overwhelm and then that can lead to paralysis, but it's typically something that would happen over time.
Like most planners would communicate to their clients pretty regularly.
So, you know, we have emails go out with various updates and other communications, as I mentioned, I've got a podcast as well.
So
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