Jason Butler at HUM South Africa 2022
Finding True Wealth
At Humans Under Management South Africa 2022, Jason Butler presented on the complexities of financial identity and its impact on wealth management. As an experienced financial adviser, Butler brings valuable insights from his extensive career and personal experiences.
The talk focuses on understanding the interplay between personal experiences, money scripts, and personality types in shaping clients' relationships with money. Financial advisers face the challenge of helping clients navigate their anxieties about wealth and encourage a healthier financial mindset.
Key Insights:
- Recognise the importance of self-awareness in financial planning.
- Differentiate between money troubles and money worries to better support clients.
- Develop resilience in clients by helping them embrace uncertainty and understand their values.
- Use a framework for smart spending that aligns with clients' life goals rather than traditional budgeting.
Watching this video equips financial advisers with practical strategies to improve client relationships, enhance decision-making, and foster a more enriching financial planning experience.
