Warren Ingram at HUM South Africa 2023
Our Behavioural Coaching Journey
At Humans Under Management South Africa 2023, Warren Ingram presented on the importance of behavioural coaching in financial advisory. As an experienced financial planner, he shared valuable insights to enhance client relationships.
The talk primarily focused on the challenge advisers face in understanding client behaviour and how it impacts financial decisions. Ingram provided strategies to better engage clients and foster trust.
Key insights from the talk include:
- Understanding the emotional drivers behind client decisions can lead to more effective advice.
- Implementing behavioural coaching techniques can help advisers facilitate meaningful conversations with clients.
- Developing a deeper awareness of personal biases can enhance the advisory process.
- Building rapport through active listening and empathy strengthens client relationships.
Watching this video will equip financial advisers with practical tools to improve client interactions and facilitate better financial outcomes. Enhance your practice by gaining insights from a leading expert in the field.
