Louis van der Merwe at HUM South Africa 2020
Put Technology in Its Place
At Humans Under Management South Africa 2020, Louis van der Merwe presented on the effective integration of technology in financial planning. With extensive experience founding WealthUp, he offers valuable insights for advisers.
The talk focuses on the challenge of balancing technology and personal engagement in client relationships. It addresses the critical question of how advisers can enhance client experiences while utilising technological tools.
Key points include:
- The emotional value of financial planning often outweighs technical skills, emphasising the need for advisers to develop empathetic listening and questioning techniques.
- Transitioning from a directive approach to collaborative planning fosters deeper client relationships.
- Simplifying financial plans into concise, actionable documents can help clients engage more effectively with their financial goals.
- Leveraging technology should enhance, not replace, the personal touch in client interactions.
Watching this video will equip financial advisers with practical strategies to improve client relationships and enhance their practice through effective use of technology.
