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Goals-based advice podcast

Economic wellbeing for a wellbeing economy.

Episode 141, Season 2

How to provide Lifestyle Financial Advice with Dan Haylett

August 20, 2020


Duration: 1 hr 19 min

At the core, financial advice clients are looking for someone who is interested in their needs, can take the time to care for them, invests time into understanding their situation and creates the best possible strategy to achieving their goals. Thats why good financial advice is universal, and not bound by location. 

In this episode, we speak to Dan Haylett, a financial planner based in Essex, UK to talk about how he has tackled lifestyle financial advice.  We discuss how to approach fixed fee conversations, building a meeting process that works for your clients, where data collection comes into the process, and more. 

This episode is all about the value of taking time with your clients, and avoiding rushing what is a very personal and important process to your clients. We even talk about Dan’s approach of having a client panel to assist in building the perfect advice process, and how you could integrate something similar into your business. 


To reach out to Dan Haylett, please contact him via his LinkedIn profile.

What You'll Learn From This Episode:

  • How to confidently move your clients from percentage based to flat fees
  • Why your relationship should be with the client, not their money
  • How being a young adviser can be a great advantage to your clients
  • Why it is important to be confident in delivering fees
  • Why you shouldn’t be afraid to dig deep and talk about client behaviours 
  • How to build a meeting process that leaves your clients feeling understood
  • How to set up a tiered based fee structure 
  • Where in the advice process should data collection occur
  • When should cashflow come into the conversation?
  • How to get clients involved in building the client process

About Our Guest:

Dan Haylett is a financial planner at TFP Financial Planning in Essex, England, with 18 years of experience in the finance industry. In his younger years, Dan dreamed of becoming a cricketer, before deciding to get a  ‘proper job’, finding himself in a sales career in finance. After years of seeing the meaningful impact advisers were making to their clients, he decided to jump into the advice seat himself. Dave now is a passionate lifestyle financial adviser, working closely with clients to achieve their goals in a modern advice business. 

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If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com.  

Thanks for tuning in!