Sandy Robertson at HUM London 2019
Curiosity: My Old Friend, My Greatest Critic, My Mentor
At Humans Under Management London 2019, Sandy Robertson, managing director of Acumen Financial Planning, presented on the pivotal role of curiosity in the financial planning profession.
The talk addresses how curiosity drives personal and professional growth for financial advisers, enabling them to better understand clients and navigate an evolving industry landscape.
Key Points:
- Curiosity fosters meaningful conversations with clients, enhancing trust and understanding.
- Emphasising financial independence over retirement can shift client perspectives and encourage disciplined saving.
- The importance of adapting to societal changes and technological advancements to remain relevant in financial planning.
- Developing future leaders within the profession through recruitment and mentorship is essential for sustained success.
Watching this video will equip financial advisers with actionable insights to enhance their client relationships and adapt to the changing dynamics of the financial services industry. Gain practical knowledge to thrive in your practice and make a lasting impact on your clients’ financial journeys.
