How to better serve neurodivergent clients

by

Ed.

From www.ifa.com.au: Katherine Spitzkowsky, founder of Yulania Financial, emphasizes the importance of tailored communication when advising neurodivergent clients, advocating for allowing clients to process information in their own time.

She highlights the need for advisers to be flexible, using strategies such as recorded meetings and detailed explanations to foster understanding.

Spitzkowsky also notes that advisers should recognize when a client-adviser fit is not right and feel comfortable referring clients to others who can better meet their needs.

Filed under: Professional Practice

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