For financial advice firms, supporting clients goes far beyond investments and pensions. Often, clients face deeply personal challenges - like arranging care for ageing relatives - that can be stressful, complex, and emotionally taxing. Offering tools and services that help them navigate these challenges not only strengthens client relationships but also adds tangible value to your business.
A Members Perspective
One client shared their experience:
When my mum’s care needs started to escalate, I felt overwhelmed and unsure where to turn. The possibility that she might soon need memory care added pressure, and finding the right place became my top priority. Despite hours of online searches, all I found were sales pitches - I couldn’t locate independent, expert advice. That’s when my financial adviser, Nick Frid at Attivo, introduced me to Podplan.
The client was given access to Podplan which included private consultations, and the difference was immediate:
I was given a free consultation, and I can honestly say I would have been more than happy to pay for the service. Podplan confirmed some of the initial research I’d done, offered additional recommendations based on their experience, and provided advice tailored to our family’s needs. It wasn’t just about identifying care homes—it was about anticipating potential pitfalls and challenges.
Podplan’s guidance offered more than information - it provided reassurance and clarity during a stressful time:
Every family’s situation is different, and having access to someone with expertise was invaluable. Podplan’s guidance was practical, calm, and compassionate, giving me clarity when I needed it most. I’m so grateful for the support and advice I received.
The Benefits of Partnership
For advice firms, offering complimentary Podplan access to clients demonstrates a genuine commitment to their wellbeing. It:
- Strengthens client relationships by providing practical, expert support for complex life decisions.
- Differentiates your services by offering added value beyond financial planning.
- Enhances client trust and loyalty, increasing the likelihood of long-term engagement.
By integrating Podplan into your client offer, you can provide reassurance and expertise when it matters most - helping clients navigate the challenges of caregiving with confidence.
