Tiffany Havinga at HUM South Africa 2021
Young Adviser, Older Client
At the Humans Under Management South Africa 2021 event, Tiffany Havinga presented on the unique dynamics between younger advisers and their older clients, drawing from her experience in retirement planning.
The talk addresses the challenges younger advisers face when building relationships with older clients, emphasising the importance of connection over mere technical knowledge.
Key insights include:
- Aligning with a business that shares your values fosters genuine client relationships.
- Maintaining a 'coach position' during client interactions enhances communication and understanding.
- Embracing vulnerability and empathy allows advisers to connect deeply with clients, regardless of age differences.
- Asking open-ended questions encourages clients to share their life journeys, facilitating better financial planning.
Watching this video will equip financial advisers with practical strategies to improve client relationships, enhance their professional practice, and ultimately drive better financial outcomes for their clients.
