As a financial planner and wealth manager, I’ve often emphasised that our role extends beyond crunching numbers and offering investment advice. Those who’ve known me for a while will know I often speak about the deeply personal nature of our profession. A recent story shared on X (formerly Twitter) reinforced this belief, highlighting an aspect of our work that’s close to my heart: the vital importance of being present and truly listening to our clients.
A colleague recounted an interaction with a retired client. What began as a routine call about a transaction revealed a heartbreaking situation: the client had lost nine family members and close friends in just two months. Understandably, he was struggling emotionally. In that moment, financial guidance took a backseat to something far more crucial – empathy and human connection.
This account resonates deeply with me, echoing experiences I’ve had throughout my life. It serves as a powerful reminder of our need to check in with those around us. The act of checking in – whether as a financial planner, friend, family member, or neighbour – is more than a professional courtesy or social nicety. It’s a lifeline. It’s about pausing our busy lives, setting aside distractions, and offering our full attention to another person. This simple act can be profoundly impactful, providing a sense of support and understanding when it’s most needed.
To many people, however, this doesn’t necessarily come naturally. We need to cultivate an environment of care and support, where reaching out to those in our circle becomes second nature. A brief call, a thoughtful message, or an unexpected visit can make an immense difference in someone’s life.
As we navigate the intricacies of financial planning and the complexities of life, let’s not lose sight of the power of human connection. In a world that can feel increasingly isolated, our efforts to check in and be present for others strengthen our community bonds.
Yes, financial planning is undoubtedly about securing futures and managing wealth. But at its core, it’s about people – their hopes, fears, and the lives they’re building. By blending technical expertise with emotional intelligence and genuine care, we hope to provide a service that truly makes a difference.
