Andy Hart at HUM South Africa 2024
Building Your Supernova
At the Humans Under Management South Africa 2024 event, Andy Hart presented on the importance of connecting with clients and understanding their needs as financial advisers. The talk addresses the challenge of effectively engaging clients who may be anxious or uninitiated in financial matters. It highlights the necessity for advisers to meet clients where they are in their financial journey.
Key insights from the presentation include:
- Emphasising the need for human connection and understanding in client relationships.
- Drawing lessons from successful examples like Fred again, who meets his audience's expectations.
- Understanding the importance of simplicity in service delivery, as exemplified by the efficient operations of Supernova.
- Recognising that large teams do not necessarily equate to better outcomes, as demonstrated by Steve Edmondson’s approach to managing a $60 billion pension fund independently.
Watching this video will enhance your ability to build stronger relationships with clients and streamline your practice, ultimately leading to better financial outcomes for those you serve.
