Justin King at HUM South Africa 2019
Who Did You Not Get to Be?
At the Humans Under Management South Africa 2019 event, financial planner Justin King presented on the importance of understanding personal aspirations to enhance client relationships. This talk addresses the challenge financial advisers face in connecting with clients on a deeper level, beyond mere financial transactions. King encourages advisers to explore clients' dreams and life goals to provide more meaningful financial planning.
Key insights from the talk include:
- The significance of asking open-ended questions to uncover clients' true aspirations.
- The necessity of creating a vision on a blank sheet of paper to design a fulfilling financial strategy.
- The importance of overcoming personal fears and past rejections to inspire clients.
- Practical steps to help clients articulate their dreams and develop actionable plans towards achieving them.
Watching this video will equip financial advisers with valuable strategies to enhance client engagement and create tailored financial solutions that resonate with individual life goals.
