Warren Ingram at HUM South Africa 2019
Building a Business
At the Humans Under Management South Africa 2019 event, Warren Ingram presented on the challenges and successes of building a financial planning business. A former FPI Planner of the Year, Warren shares insights drawn from his extensive experience in the industry. The talk focuses on how financial advisers can learn from both successes and failures in building client relationships and sustainable businesses. It addresses the vital question of how to navigate the complexities of client management while maintaining a commitment to ethical practices.
Key insights include:
- Emphasising the importance of a principled stance in client relationships to build trust.
- Understanding the need for behavioural coaching to address clients' underlying fears and aspirations.
- Developing a robust media strategy to enhance visibility and credibility within the industry.
- Recruiting empathetic team members rather than traditional salespeople to foster genuine client connections.
Watching this video will provide financial advisers with actionable strategies to enhance their practice and strengthen client relationships, ultimately leading to a more successful and sustainable business.
