Kate Holmes at HUM South Africa 2020
Be the Example
At the Humans Under Management South Africa 2020 event, Kate Holmes presented on the importance of personal authenticity in financial advising. As a seasoned financial professional, she emphasises the need for advisers to lead by example.
Holmes focuses on the challenges advisers face in balancing their professional responsibilities with personal fulfilment. She encourages a shift from traditional wealth-centric conversations to deeper discussions about clients' overall happiness and life goals.
Key insights from the talk include:
- The significance of advisers undertaking their own personal development to better serve clients.
- The shift towards a coaching conversation rather than merely transactional advice.
- Examples of successful advisers who have embraced authenticity and inclusivity in their practices.
- Strategies for advisers to foster meaningful connections with clients by aligning personal values with professional actions.
Watching this video will equip financial advisers with practical strategies to enhance client relationships and foster a more fulfilling advisory practice, ensuring they not only guide clients effectively but also embody the principles they advocate.
