Kim Potgieter at HUM South Africa 2019
Courage
At the Humans Under Management South Africa 2019 event, Kim Potgieter presented on the topic of courage. A pioneer of financial life planning in South Africa, Potgieter emphasizes the importance of human connection in financial advising. The talk focuses on the challenges faced by financial advisers in adapting to a rapidly changing industry. It addresses the necessity of embracing vulnerability, empathy, and authentic connection with clients to enhance their financial planning experiences.
Key insights from the talk include:
- Vulnerability is a strength that fosters courage and deeper client relationships.
- Empathy involves truly understanding clients’ emotions and experiences rather than simply providing solutions.
- Building genuine connections enables advisers to better serve their clients and navigate financial uncertainty together.
- Self-awareness is crucial for effective leadership and client interaction.
Watching this video will equip financial advisers with actionable strategies to strengthen client relationships and enhance their practice. This talk is essential for those seeking to lead with courage and compassion in a demanding industry.
