Kagisho Mahura at HUM South Africa 2020
Building a Black-owned Financial Planning Business in SA
At the Humans Under Management South Africa 2020 event, Kagisho Mahura presented on the challenges and opportunities in establishing a black-owned financial planning business in South Africa.
The talk addresses the critical issue of inclusivity in the financial planning industry, highlighting the need for advisers to better understand and serve the emerging black middle class.
Key Points:
- The conversation that sparked the inception of Great Ashmahore Investments focused on the lack of financial literacy within the black community despite available investment opportunities.
- The importance of offering client-centric, value-driven advice over merely selling products was emphasised to foster trust and understanding.
- The emergence of a new generation of black professionals requires financial advisers to adapt their strategies to meet their unique needs and challenges.
- Building relationships and providing education is essential to change perceptions about financial planning.
Watching this video will enhance your understanding of the evolving landscape of financial planning in South Africa, equipping you with insights to improve client relationships and foster inclusivity in your practice.
