Andy Hart at HUM South Africa 2020
The Hidden Magic
At Humans Under Management South Africa 2020, speaker Andy Hart presented on the unique qualities that distinguish behavioural financial advisers. With a strong background in financial advisory, he offers valuable insights into client relationships.
The talk focuses on the importance of removing unimportant distractions in financial planning and investment management, addressing the challenge advisers face in providing clear guidance amid overwhelming information.
Key Points:
- Amazon exemplifies hidden magic through its relentless customer focus, demonstrating the significance of prioritising client experience.
- Starbucks' attempt to enhance experience highlights the pitfalls of implementation when human behaviour is involved.
- Sir Mo Farah's success is attributed to a focus on measurement, emphasising the importance of tracking progress.
- Behavioural financial advisers should concentrate on long-term perspectives and eliminate irrelevant anxieties for clients.
Watching this video will equip financial advisers with practical strategies to enhance client relationships, streamline their advisory processes, and foster a clearer understanding of what truly matters in investment management.
