HUM South Africa 2021

15 September 2021

Speakers

The session replay videos will be available on this page from Monday 20 September until 31 October.

 
 

Andy Hart

Opening

 

Andy Hart

The Story Behind The Story

https://www.mavenadviser.com/

 

Dennis Moseley-Williams

Becoming a Guru: A Serious Shift for Advisers (Download Workbook)

 

Tiffany Havinga

Young Adviser, Older Client

https://charteredwealth.co.za/

 

Wouter Fourie

How to Position Your Fees with Clients

https://ascor.co.za/

 

Gugu Sidaki & Palesa Dube

Charting the Independent RouteTitle

https://www.wealthcreed.com/

 

Johannes Landman

How We Talk About Investments

https://omegacapital.co.za/

 

Ebrahim Moola

Successful Succession

https://www.bobats.co.za/

 

Julie Littlechild

How Client Engagement is Being Disrupted

Absolute Engagement helps advisers use direct input from clients to drive engagement and growth. To learn more go to www.absoluteengagement.com.

 

Keith McDonald

Our Financial Life Planning Journey

https://www.wealthplanners.life/

 

Nonhlanhla Nxele

My Experience from Brand Change

https://esteemed.co.za/

 

Dirk Groeneveld

My Lifestyle Financial Planning Journey

www.clientcare.co.za

 

Dr Gizelle Willows

The Limitations of Risk Questionnaires

Email: info@nudgingfinancialbehaviour.com

LinkedIn profile: https://www.linkedin.com/in/gizelle-willows/

 
 

Andy Hart

Closing

 

Exhibitors

 
 
 

Ninety One

 

Jeanette Marais (Momentum)

 
 

Olwethu Masanabo (Old Mutual Wealth)

Learn more about Old Mutual Wealth’s Integrated Wealth Planning and Financial Planning Coaching propositions.