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How to advise clients going through divorce

How to advise clients going through divorce

Jordan Vaka
Independent Financial Adviser of PlanningSolo
Jordan Vaka
Independent Financial Adviser of PlanningSolo

How to advise clients going through divorce

Jordan Vaka works exclusively with clients going through divorce. He transformed his entire business model to accommodate this specific niche, including his business name – Planning Solo.

Jordan receives a lot of messages from XY Advisers with questions around how to help clients going through divorce, so we decided to run an entire session on the topic. You’ll leave this session with a knowledge of:

  • The divorce process from a helicopter view
  • Your obligations as an adviser – from privacy concerns to administrative hygiene to complying with the FASEA obligations and more…
  • Some of the traps that can come up – dealing with the family home, different levels of client literacy, the nightmare that can be SMSFs during divorce
  • The opportunities that can open up when helping clients navigate divorce

Connect with Jordan on the XY Platform HERE

Check out Jordan’s LinkedIn profile HERE

02/11/2021 ago

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Category:

Ongoing service

Jordan Vaka works exclusively with clients going through divorce. He transformed his entire business model to accommodate this specific niche, including his business name – Planning Solo.

Jordan receives a lot of messages from XY Advisers with questions around how to help clients going through divorce, so we decided to run an entire session on the topic. You’ll leave this session with a knowledge of:

  • The divorce process from a helicopter view
  • Your obligations as an adviser – from privacy concerns to administrative hygiene to complying with the FASEA obligations and more…
  • Some of the traps that can come up – dealing with the family home, different levels of client literacy, the nightmare that can be SMSFs during divorce
  • The opportunities that can open up when helping clients navigate divorce

Connect with Jordan on the XY Platform HERE

Check out Jordan’s LinkedIn profile HERE