Introducing purpose-driven financial coaching: embrace a human approach to financial planning
The world of finance has evolved, and it’s time to shift from a numbers-focused and legal-centric mindset to a more comprehensive and sustainable approach.
Trusted Advisor: A new online training and practice management platform
Lelané Bezuidenhout, CFP®, CEO of the Financial Planning Institute of Southern Africa, was the keynote speaker at the launch of a new online training and practice management platform in March 2023, called Trusted Advisor.
Time, relationships and control – the unexpected investment triage | By...
The further into the future a person can envision their lives, the greater their economic stability says, Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
Shifting the way people think, feel and behave with money
Changing behaviour requires constant engagement, persistent action and various approaches, says Jean Archary CFP®, Author, Speaker, Founder, Financial Wellness Coach
The balancing act
Coaching is perhaps the most crucial role in progressive financial planning says, Kim Potgieter CFP®, Director, Chartered Wealth Solutions,
Practice valuations. Part 3 – Increasing the value of your practice
This article, the third and final in a three-part series on practice valuations by Fairbairn Consult, will help you understand what you should do to increase the value of your financial planning practice,
Adopt a coaching way of being and help your clients solve...
According to Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, for a financial advisor to have a real impact in a client’s life, the first step must be to help the client understand themselves. This helps the advisor and client build a shared understanding of the client’s situation.
The future of financial planning: getting clients to understand that money...
Joe Chetty, Financial Planner and Founder of School of Savings South Africa, shares the beginning and ends to successful financial planning. The mission to educate, guide and encourage families to generational wealth has lead to prosperous client relationships and it continuous to bear fruits.
Transitioning from financial planning to financial coaching
More listening and less talking proved effective when leading clients to a healthier relationship with their finances, shares Nilan Pillay, Certified Financial Planner and Coach, iWealth Consult
Be a cut above the rest
The University of Johannesburg offers a degree that encompasses a research and integrated financial planning module with a strong focus on equipping students with the necessary competencies and skills through the “real life experience” embedded in the structure of the modules.
