Vulnerable clientsDec 9 2024

How to have real conversations with clients on vulnerability

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

To be able to explain some of the misconceptions about vulnerability
To be able to identify how to manage a challenging life event
To be able to describe ways of persuading the client to open up

To be able to explain some of the misconceptions about vulnerability
To be able to identify how to manage a challenging life event
To be able to describe ways of persuading the client to open up

CPD

Approx.30min

CPD

Approx.30min

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CPD

Approx.30min

How to have real conversations with clients on vulnerability — © (drazenphoto/Envato Elements)Black female adviser communicating with her clients while having a meeting in the office.

Beth Yolland-Jones

Some time ago, I spoke to a neighbour about my work in the field of financial vulnerability. During that conversation, he expressed an opinion I have come across countless times before: that being vulnerable in such a way is something that only happened to other people. After all, he had savings, a stable home life and a good job. “It couldn’t possibly happen to me,” he said.

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