It’s one thing to recognise Financial Abuse, it’s another to know how to handle it as a Financial Adviser. Does your licensee have resources to help when you see signs of Financial Abuse? If you’re self-licensed, do you have a strategic plan to support your Advisers and clients?
Amanda Cassar is the director and Advisor behind Wealth Planning Partners and Trusted Aged Care Services. When it comes to Financial Services, she thinks globally but acts locally and is super passionate about raising financial literacy levels.
She’s so versed in the uncomfortable topic of Financial Abuse, she’s putting together a course together for the XY online training platform.
2:45 – How you came to become so involved in financial abuse
5:14 – Signs of financial abuse
15:10 – What can Advisers do when they recognise financial abuse?
17:58 – Amanda’s course for the XY training platform
21:30 - When to refer to an Aged Care specialist and why
Amanda Cassar LinkedIn - https://www.linkedin.com/in/amandacassar/
Amanda Cassar Website - https://amandacassar.com.au/
Wealth Planning Partners - https://www.wealthplanningpartners.com.au/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.