Sundel Veldtman at HUM South Africa 2019
Managing Humans in Transition
At the Humans Under Management South Africa 2019 event, Sundel Veldtman presented on the importance of understanding clients during transitional phases. With a background in investment management and financial planning, she emphasises the human element in financial advisory. The talk focuses on the challenges financial advisers face when assisting clients through significant life transitions, such as loss or divorce. It addresses the emotional and psychological aspects that influence decision-making during these critical times.
Key insights include:
- Recognising the different emotional stages clients experience during transitions.
- Adjusting the speed of interactions to accommodate clients’ emotional readiness.
- Employing effective listening techniques to uncover clients' real concerns.
- Understanding the impact of trauma on clients' decision-making abilities.
Watching this video provides financial advisers with practical strategies for building trust and fostering deeper client relationships during vulnerable periods. Enhancing skills in managing transitions can lead to more effective client support and improved outcomes.
