Financial wellbeing: Four tips to help uncover deeper objectives

Helping clients reveal (and, often, discover) their real objectives

clock • 3 min read

The Institute for Financial Wellbeing (IFW) is a community of financial services professionals interested in our relationship with money. In this month's financial wellbeing column, founder Chris Budd offers four tips on how to get deeper into client objectives

Moving from financial advice to financial planning, and then to incorporating financial wellbeing can seem like a daunting task. It does not need to be that way. There are many small steps that one can take; slight changes to how you advise clients can reap significant rewards. Specifically, increasing client engagement and outcomes. One of these changes is getting into the good habit of using a client's own words. The objective here is to help a client reveal (and, often, discover) their real objectives by engaging a financial planner. Objectives It is true to say that what most...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

M&A outlook: FCA's consolidation review beginning to 'play out in real time'

M&A outlook: FCA's consolidation review beginning to 'play out in real time'

‘2025 has really been the year the FCA stepped up’

Isabel Baxter
clock 05 January 2026 • 5 min read
Debt nation: Why financial education must become a national priority

Debt nation: Why financial education must become a national priority

Financial literacy isn't a 'nice-to-have' - it's a national resilience strategy

Viktor Prokopenya
clock 05 January 2026 • 3 min read
Andrew Goodwin: Financial advice in the age of bewilderment

Andrew Goodwin: Financial advice in the age of bewilderment

'The fallout from the Budget could mark a genuine sea change'

Andrew Goodwin
clock 05 January 2026 • 4 min read