))
Episode 113: Beyond Finances: ’Trust Matters’ Approach to Building Relationships and Planting Trees for a Sustainable Future
Manage episode 384276284 series 2964332
Konten disediakan oleh All-Ireland Business Foundation. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh All-Ireland Business Foundation atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In this week's AIBF Business Talk Podcast, Elaine Carroll speaks with Andrew O'Loughlin, the Founder and managing Director of Trust Matters Financial Planning.
Established in 2016, Trust Matters prioritises building strong relationships with clients, focusing on individuals and families rather than just their finances.
O'Loughlin's journey began in a family brokerage but evolved when he realised his passion for people over sales. Transitioning to an accountancy firm, he envisioned a comprehensive service covering financial, legal, tax, and lending aspects to address clients' diverse needs.
Driven by a genuine interest in people, O'Loughlin pursued coaching, merging 25 years of financial experience with a deeper understanding of individuals. Embracing a "feel the fear and do it anyway" mindset, he founded Trust Matters, a one-stop-shop for expert advice.
Breaking away from convention, the company has ventured into sustainability, planting trees in Ballymacarbry, Co. Waterford, for each client, fostering a sense of connection to their growth. 🌱🌳
The podcast delves into Trust Matters unique approach, emphasising the importance of understanding clients' journeys. Acknowledging the shock of clients expecting financial discussions but being asked about their life stories, Andrew finds joy in guiding individuals through their diverse experiences.
He shares three key pieces of advice when establishing a relationship with a financial advisor:
- Trust your gut
- Embrace transparency
- Allow trust to develop gradually for mutual peace of mind.
As Trust Matters continues to flourish, it exemplifies a commitment not only to clients' futures but also to the environment and future generations. 🌍💼
🎧Tune in today for a wonderful insight into Trust Matters, a company that is breaking the mould in financial services.
The AIBF accredits the Business All-Star mark to Best-In-Class Irish businesses based on an independent audit of their performance, reputation, and customer-centricity.
The AIBF is an independent national body that identifies and acknowledges the country’s most ambitious and visionary businesses.
100 episode
Bagikan
