David Ferguson at HUM London 2018
Ninjaneering
At Humans Under Management London 2018, David Ferguson presented on the intersection of behavioural economics and financial advice. With extensive experience in the field, Ferguson offers valuable insights for financial advisers.
The talk delves into the evolving role of advisers, highlighting the need to embrace a more proactive approach in a changing industry. Key questions revolve around how to maintain relevance and deliver value in a competitive landscape.
Key Points:
- Emphasise the importance of financial planning as the most valuable service to clients, contrasting it with other elements of the advisory process.
- Recognise the shift in revenue models from providers to clients, empowering advisers to set their fees.
- Encourage advisers to adopt a mindset of continuous improvement and collaboration to enhance client relationships and service delivery.
- Explore the implications of technology and AI in streamlining processes and improving client experiences.
Watching this video will equip financial advisers with actionable strategies to strengthen client relationships, enhance service delivery, and navigate the complexities of modern financial planning.
