Palesa Dube with Louis van der Merwe at HUM South Africa 2023
Reflections on Being FPI Financial Planner of the Year
At the Humans Under Management South Africa 2023 event, Palesa Dube presented on the importance of recognising excellence in financial planning. Palesa’s extensive experience in the industry adds weight to her insights.
The talk focused on the challenges financial advisers face in maintaining high standards while navigating a dynamic market. It addressed how to balance personal growth with client expectations in a rapidly evolving financial landscape.
Key Points:
- Emphasised the significance of continuous professional development to stay ahead of market trends.
- Discussed the importance of building strong client relationships based on trust and transparency.
- Highlighted strategies for integrating innovative technologies into financial planning practices.
- Encouraged advisers to reflect on their achievements and set future goals for personal and professional growth.
Watching this video will provide valuable insights that can enhance your practice and strengthen client relationships, ensuring you remain competitive in the financial advisory field.
