Rob Macdonald at HUM South Africa 2023
The Stories We Tell Ourselves
At Humans Under Management South Africa 2023, Rob Macdonald presented on the narratives that shape financial advisers' perspectives and client interactions.
The talk focuses on the importance of self-awareness and understanding the stories that inform advisers' decisions and approaches. It addresses the challenge of overcoming limiting beliefs that can hinder professional growth and client engagement.
Key insights from the talk include:
- Recognising personal narratives: Advisers should identify and reflect on their own stories to foster better client relationships.
- Transforming limiting beliefs: Techniques for reframing negative self-talk into empowering narratives that enhance decision-making.
- The power of storytelling: How sharing personal experiences can build trust and rapport with clients.
- Practical strategies: Actionable steps for advisers to implement in their practice to improve communication and engagement.
Watching this video will empower financial advisers to enhance their client relationships by fostering a deeper understanding of their own narratives and those of their clients, ultimately leading to more effective and meaningful interactions.
