Gugu Sidaki & Palesa Dube at HUM South Africa 2021
Charting the Independent Route
At Humans Under Management South Africa 2021, Gugu Sidaki and Palesa Dube from WealthCreed presented on the journey from corporate financial services to independent practice. Both speakers bring extensive experience in wealth management and share their insights into this transition.
The talk focuses on the challenges and opportunities faced by financial advisers considering independence. It highlights the benefits of autonomy and the ability to tailor services to meet diverse client needs.
Key insights include:
- The importance of understanding both the technical and psychological aspects of financial planning to foster client relationships.
- Strategies for building a client base and the significance of referrals in growing an independent practice.
- The value of consumer education and how it can empower clients to achieve financial freedom.
- Acknowledging the unique challenges faced by Black-owned financial businesses in the industry.
Watching this video will provide financial advisers with practical strategies to enhance their practice and strengthen client connections. Gain valuable insights into navigating the independent landscape while making a meaningful impact in clients' lives.
