Abraham Okusanya at HUM South Africa 2019
The Indispensable Adviser
At Humans Under Management South Africa 2019, Abraham Okusanya presented on the indispensable role of behavioural investment advisers. As the author of Beyond the 4% Rule, Okusanya offers valuable insights based on his experience in financial planning. The talk focuses on the challenges financial advisers face in helping clients navigate retirement income shortfalls. It addresses the importance of understanding behavioural finance and the unique mindset required to guide clients effectively.
Key Points:
- The looming retirement income shortfall is a global challenge, with many individuals expected to outlive their savings.
- Equities are the only asset class providing a viable solution to meet retirement needs.
- Advisers must help clients distinguish between risk and volatility to improve investment outcomes.
- Implementing pre-commitment strategies can enhance client adherence to investment plans during market fluctuations.
Watching this video will equip financial advisers with practical strategies to enhance client relationships and improve retirement planning outcomes. Gain insights that will add significant value to your advisory practice.
