Andy Hart at HUM South Africa 2021
The Story Behind the Story
At Humans Under Management South Africa 2021, Andy Hart presented on the unique success stories of three businesses and their lessons for financial advisers.
The talk focuses on understanding client needs and the importance of asset allocation over fees. It challenges advisers to reconsider where their attention should lie when advising clients.
Key insights include:
- The success of Urban Massage illustrates how innovative business models can benefit both clients and employees.
- PepsiCo’s strategic decisions demonstrate the importance of aligning products with consumer trends.
- Vanguard’s emphasis on client outcomes shows the value of prioritising investor needs over profits.
- The concept of asset misallocation highlights a critical area often overlooked in investment success.
Watching this video will empower financial advisers to enhance client relationships by fostering difficult conversations about investment strategies and focusing on long-term outcomes, ultimately leading to better client wealth management.
