Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
Episode 01: Are we Advisers or Coaches? Rethinking the role of a Modern Financial Planner
The Finance Geeks Podcast
36 minutes
2 months ago
Episode 01: Are we Advisers or Coaches? Rethinking the role of a Modern Financial Planner
In this episode, Warren Shute and Paul Cleworth take to the riverbank to explore the evolving role of the modern financial planner. Like a great rowing coach, today’s adviser isn’t just there to shout instructions — they’re guiding from the sidelines, helping clients find their own rhythm, set the pace, and steer toward a meaningful destination.
They discuss the delicate balance between giving technical advice and offering coaching-style support — especially during life’s key transitions, like moving from work into retirement. It’s not about grabbing the oars and rowing for your client — it’s about helping them build clarity, confidence, and direction, so they can row with intention, not drift by default.
The conversation highlights how strong relationships, emotional awareness, and asking the right questions are just as vital as spreadsheets and strategies. Because ultimately, the best planners know when to push, when to pause, and when to let the client take the lead — all while keeping their eyes fixed on the horizon.
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Key Takeaways:
- The modern financial planner must balance advisory and coaching roles.
- Clients value the relationship and integrity of their advisor.
- Financial planning should help clients live intentionally, not by default.
- Asking the right questions is crucial for understanding client needs.
- Emotional intelligence plays a key role in client relationships.
- Transitioning from work to retirement requires careful planning and support.
- Advisors should help clients clarify their vision for the future.
- It's important to challenge clients on their decisions and values.
- Listening is as important as providing answers in financial planning.
- The best financial planners know when to switch between advising and coaching.
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Show Notes:
The Key Benefits of Financial Advice
https://tandemfinancial.co.uk/wp-content/uploads/2025/05/Tandem-Key-benefits-IFA-Jan-24.pdf
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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
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The Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
