We've now kicked off our latest round of illuminate live online events, focusing on what advisers and planners need to think about as they help clients through the challenges this year continues to throw at us. 

    Our first speaker was Be-IQ founder Neil Bage, with a talk that looks at how clients have been impacted by the strange situation we've found ourselves in over the past eight months. 

    Neil examines how the various elements of wellbeing have come to the fore, and the clear impact emotions have on the decisions we make. 

    He discusses the importance of clients' state of mind when it comes to financial planning conversations, and what he calls the "trinity of trouble" - anxiety, fear and uncertainty. 

    Neil also outlines the tell-tale signs advisers should look out for with clients, and explains how seemingly similar people can actually be quite different in the way they interpret information and make judgements. 

    You can watch the replay of Neil's talk here, where you can also find out more information about illuminate live focus and register your place for future sessions. 

    Illuminate live focus

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