Introducing the concept of advice engagement, its importance for financial professionals and the fundamental strategies to build effective engagement with clients. We highlight how these foundational elements are important for all financial professionals when engaging clients.
Learning outcomes :
Retirement holds a unique meaning for each of our clients. Balancing family needs, legacy aspirations, longevity of income, and tax efficiency can be complex challenges. While financial strategies are often sought, the true solution sometimes lies in empowering clients to define their desired outcomes and the path to achieving them. Striking this balance is crucial. Engaging in the right conversations helps us and our clients discover and plan for their ideal post-retirement lifestyle.
Explore the latest statistics and trends in digital engagement, focusing on social media and internet usage in South Africa. We will examine platform trends and provide expert insights on where financial advisers can achieve the best ROI.
Key points include understanding the current landscape of digital engagement in South Africa; Leveraging digital platforms for effective client communication; Identifying the most impactful digital tools for advisers; Strategies to enhance client engagement and grow personal brands; And practical tips to stay top of mind with clients.
Join Rizanne from ProfileMe to discover how to elevate your client engagement strategies and achieve digital success in 2024.
A discussion on the latest regulatory updates and a specific focus on the Ombudsman Schemes.
Dieter Rams was an iconic German industrial designer in the previous century, Steve Jobs created Apple and employed creative guru David Kelly from IDEO. How did these people that we never heard of change the world we live in? Not only by the products they designed but also by the legacy of the process they left behind.
Design thinking and human-centered design are buzzwords today but in 1980 when Apple turned to IDEO to redesign their mouse; it was a foreign concept. Apple was ready to bring their first personal computer to market, but all their mouse designs were expensive, unreliable and difficult to produce. The task was to design a usable mouse that lasts while slashing production costs by 10%.
Today, design thinking is embedded in what we do, whether it is a process, service or product that we are designing. How do you “unleash” your creativity and collaborate to get the best solution for a problem you want to solve working with a diverse team with seemingly different goals. At the core of it, we think a lot about thinking and use several design principles to guide us to tackle problems and explore alternatives.
As we use human-centered design thinking, our creative muscle will build over time and we will build better products, processes and services as a result. The design process follows the steps of empathy, define, ideate, prototype and test. Different methodologies may have different names but essentially all starts with the human at the center of the design, defining the problem that needs to be solved, finding alternative solutions and iterate until the most optimal solution becomes apparent.
How do we know it is a good design or solution? The process of design is not in a straight line, and with this session I would like to explore ways to think about problems and how this may change the expected outcome. And throw in a few design principles along the way.
This 45-minute panel discussion will explore the critical role of revenue management in financial advisory practices, regardless of firm size.
Featuring Martha Koekemoer from Commspace and Guillaume Oberholzer from BVSA, the panel will delve into the practical applications and insights of effective revenue management strategies.
Key topics covered include:
This discussion aims to provide financial planners, advisers, and firm owners with actionable insights to enhance their revenue management practices and drive sustainable growth in their businesses.