What’s Your Number? The Financial Question That Stops You Cold

"What's your number?" It's one of the most powerful questions you can ask a client - or yourself.

In this segment, James Trewren shares how a single question opens up deeper conversations around pensions, lifestyle, and self-reflection. The idea of asking clients what figure they need to retire forces them to pause and think.

But here's the twist: Most people don’t have an answer. And when they do, it’s often based on what others are doing - not what they actually want or need. For financial planners, this is where mentorship and guidance matter most. James shares how case-by-case advice and meaningful dialogue lay the foundation for trust, clarity, and ultimately, better planning.