Kim Potgieter at HUM South Africa 2022
Post-Pandemic, Shifting Conversations
At Humans Under Management South Africa 2022, Kim Potgieter presented on the evolving conversations financial advisers must have with clients in a post-pandemic world.
The talk focuses on how COVID-19 has fundamentally altered client perspectives and priorities, presenting a challenge for advisers to adapt their approaches and deepen their understanding of client needs.
Key Points:
- Acknowledge the emotional impact of the pandemic on clients, fostering more significant and empathetic conversations.
- Emphasise the importance of identifying clients' core values to tailor financial planning effectively.
- Recognise that clients are shifting towards seeking meaning and balance in life, rather than just financial returns.
- Implement practical exercises, such as vision boards and identity audits, to help clients articulate their goals and aspirations.
Watching this video will equip financial advisers with insights to enhance client relationships and navigate the complexities of post-pandemic planning, ultimately leading to more impactful and meaningful dialogues with clients.
