Roland Cox & Sharon Moller with Rob Macdonald at HUM South Africa 2023
What Does It Mean to Be Truly Planning for the Client, and Not the Money?
At Humans Under Management South Africa 2023, speakers Roland Cox and Sharon Moller, alongside Rob Macdonald, addressed the fundamental principles of client-focused financial planning.
The talk explores the critical challenge financial advisers face in prioritising clients' needs over monetary gain. It encourages a shift in mindset towards genuine client service.
Key insights from the discussion include:
- Understanding client motivations and building trust through transparency.
- Implementing strategies that align client goals with holistic financial planning.
- Recognising the long-term benefits of client-centric practices, including enhanced loyalty and referrals.
- Evaluating the impact of financial decisions on clients' overall well-being, rather than just their portfolios.
Watching this video will equip financial advisers with practical strategies to strengthen client relationships and improve their practice. It offers valuable insights that can lead to more meaningful client interactions and business growth.
