Recordings - September 2024
Session 1
Session 2
Session 3
Session 4
Session 5
Session 6
Session 1
Proactive advice engagement with Bennie Gouws
Understanding Advice Engagement is about knowing how to connect with clients meaningfully throughout the financial planning process. It’s important because it helps build trust, strengthens relationships, and ensures clients feel involved and confident in their financial decisions. By recognising the key elements that lay the foundation for effective Advice Engagement, you can create a supportive environment where clients feel comfortable, valued, and motivated to actively participate in planning their financial future.
Learning outcomes :
- Understand what is meant by Advice Engagement
- Recognise why Advice Engagement is important
- Identify the Foundational elements of building Advice Engagement
- Demonstrate how to create an environment for clients to engage in the planning process
Download Bennie’s Slides
Session 2
Empowering wealth through outsourced investment expertise with Evan Andreou
Evan’s presentation explores the advantages of partnering with a Discretionary Fund Manager (DFM) for financial planners in South Africa, emphasizing the value of professional portfolio management. He highlights how DFMs offer access to specialized expertise, diverse investment opportunities, and tailored solutions that align with clients’ unique needs and risk profiles. By outsourcing investment management, financial planners can focus on client relationships and strategic planning, while benefiting from the scalability, risk management, and regulatory compliance provided by DFMs. Evan concludes that, despite the associated costs, the overall value added by DFMs—through enhanced returns, administrative efficiency, and transparent communication—makes them a compelling choice for optimizing client portfolios.
Download Evan’s Slides
Session 3
The Digital Savvy Adviser: Quick wins to master word-of-mouth and WhatsApp marketing in 2024 with Rizanne Oosthuisen
In this session, we delve into the psychology and practice of Word-of-Mouth Marketing (WOMM) and referrals, focusing on their direct correlation to digital distribution.
Additionally, we examine the latest statistics and trends in WhatsApp marketing in South Africa and provide quick-win strategies to maximize impact on WOMM using this highly effective platform.
Key points include understanding the current landscape of word-of-mouth and WhatsApp marketing, leveraging these platforms for effective client communication and referrals, and identifying impactful techniques for advisers. We will also cover practical tips to enhance client engagement using these strategies.
Download Rizanne’s Slides
Session 4
Market Conduct – A journey of 13 years and counting with David Kop
If you can believe it, the journey to market conduct regulatory regimes has been going since the National Treasury’s 2011 policy paper, “A Safer Financial Sector to Serve South Africa Better”.
We then saw the release of the RDR discussion paper on 7 November 2014. You may be asking what has happened in the last 13 years. Join David as he takes us through the journey to 2024 and beyond.
Download David’s Slides
Session 5
Shaping your advisory practice to engage the next generation of investors with Leeanne Cape
The wealthiest generation in history is now gradually retiring from active economic participation, and their amassed fortunes are beginning to transfer to the next in line. As wealth becomes intergenerational, a crucial element of financial planning will be the stewardship of this wealth. To excel in this evolving landscape, it is imperative that you, as advisers, establish meaningful connections and build relationships with the upcoming generation. However, inheriting wealth does not automatically translate into inheriting the established advisory relationship.
If you wish to remain relevant as wealth passes from your existing clients to their successors, adopting a mindset attuned to multi-generational thinking is essential. But what does this entail? How does this new generation engage with the world? What values and priorities shape their decisions? It is evident that their perspectives differ significantly from those of previous generations.
This presentation will delve into the characteristics of this emerging cohort of investors and offer valuable insights on how to transform your advisory practice to attract and retain the trust and loyalty of the next generation. We will explore what the advisory practice of the future must look like to meet the needs and expectations of this dynamic and evolving group of investors.
Download Leeanne’s Slides & INN8 Whitepaper
Session 6
The numbers that matter and how to build value with Francois du Toit
In this session, Francois will guide financial advisers and planners through the crucial metrics that drive business success. She will explore essential topics such as tracking revenue, segmenting clients, and managing commissions, highlighting how these figures can enhance your business value.
Francois will also provide practical insights on leveraging technology and making data-driven decisions, helping you optimise your business performance.