Vaughan Scott: Enhancing Your Value Through Empathy and Emotional Intelligence

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The business of advice has changed. And clients today are concerned about much more than their money. In this episode, Vaughan Scott, CEO of Axiom Financial Strategies Group, joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss how advisors can use empathy and emotional intelligence to deliver advice centered on helping clients achieve what matters most to them.


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In this episode, you’ll hear:

•   Why empathy and emotional intelligence are key skills for advisors in the 21st century •   How family dynamics and family-owned business dynamics are often intertwined •   Ways to navigate generational differences to enhance the client experience

Vaughan is CEO of Axiom Financial Strategies Group, a boutique wealth management firm, where he serves as a family business advocate and thought leader on innovative ways to address family wealth. He has been advising on the financial, strategic, transition, and succession needs of family enterprises and entrepreneurs since 1997 to help families and their businesses preserve wealth, capitalize on opportunities, and pass on their values. With the shared goal of making a meaningful difference in the lives of families for generations, he and his team of professionals hold a common philosophy, to ensure their clients are happy. Vaughan is a faculty member in the Global Education Network where he teaches a course on family wealth for the Family Firm Institute, an association of professionals serving family enterprises. Among other credentials, he holds the certified private wealth advisor® designation from the Investments and Wealth Institute.

Ways to Connect • LinkedIn: https://www.linkedin.com/in/vaughanscottcpwa/ • Website: https://www.axiomfsg.com/

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