Johannes Landman at HUM South Africa 2021
How We Talk About Investments
At Humans Under Management South Africa 2021, Johannes Landman presented on effective communication strategies for financial advisers. As a partner at Omega Capital, he shares insights from his extensive experience in financial planning.
The talk focuses on how advisers can enhance client conversations by aligning discussions about investments with clients' personal journeys and needs. It addresses the challenge of making technical investment topics accessible and relevant to clients.
Key insights include:
- Framing conversations around clients' life goals rather than just financial jargon.
- Understanding that what is obvious to advisers may not be clear to clients.
- The importance of listening to clients to truly grasp their needs and expectations.
- Recognising that clients must actively engage in their investment journey to ensure successful outcomes.
Watching this video will empower financial advisers to foster deeper client relationships and improve the clarity and relevance of their investment discussions, ultimately enhancing client trust and satisfaction.
