Kim Potgieter at HUM South Africa 2020
Building a Financial Planning Business Based on Life Planning
At the Humans Under Management South Africa 2020 conference, Kim Potgieter, a seasoned financial planner, presented on integrating life planning into financial advisory practices.
The talk focuses on transforming client relationships by prioritising their life goals alongside financial objectives. It challenges advisers to rethink conventional financial planning methods and adapt them for deeper client engagement.
Key points include:
- Establishing a structured life planning process to understand clients’ values and life transitions.
- Creating a supportive company culture that aligns with life planning principles.
- Implementing ongoing training to enhance interpersonal skills and foster meaningful client conversations.
- Emphasising the importance of marketing life planning services to effectively communicate value to clients.
Watching this video will equip financial advisers with actionable insights to enhance client relationships and improve service delivery, ultimately fostering a more fulfilling practice.
