Goosebumps, growth and the future of financial planning
When was the last time you got goosebumps while working with a client? By Bronwyn Waner, CFP®, Growth Financial Planning
AI and the future of financial planning: how it’s revolutionising the profession
Artificial Intelligence is no longer a concept on the horizon – it’s here and it’s rapidly transforming the way financial planners serve clients, manage practices and evolve their own professional capabilities. By Dante De Gori, CFP®, CEO, Financial Planning Standards Board.
If you don’t pay, you don’t stay
Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
Last mile planning adviceÂ
Financial advisors can tackle the complexities of last-mile service delivery by leveraging wealth technology solutions that simplify workflows, strengthen client interactions, and enable consistent, contextual engagement. These advancements not only boost business growth but also ensure higher client satisfaction, shares Andries de Jongh, Head of Sales at Seed Analytics.
AI and automation:Â two sides of the same coin?
Understanding the difference between AI and automation, and how each can benefit your practice, will help you make the most of these technologies writes Francois du Toit, Founder of PROpulsion.
Client experience is the new marketing
This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX).
Connecting with clients beyond technical skills
What makes one advisor connect deeply with their clients while another seems to struggle to get through? The secret often lies in something less tangible than financial knowledge or technical skill: it’s how we communicate.
Touching the hearts and minds through design-thinking communication
The Oxford Dictionary defines communication as “the imparting or exchanging of information by speaking, writing or using some other medium”. It seems simple but...
Clicks, conversations, clients:Â discerning the art of timely advice in modern (family)...
Tim Slatter, Slatter Communications, discusses how the thoughtful integration of digital communication tools allows you to bridge communication gaps.
Enhancing client well-being through holistic planning
Kim Potgieter CFP®, Director at Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy.
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How and why a financial planner should incorporate structured products into an investment plan
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on how and why a financial planner should use a DFM
Concentration, credibility and the importance of understanding risk
Johanna Kyrklund, Group CIO and CEO Public Markets at Schroders, delves into the credibility of the Federal Reserve and debt sustainability, as well as artificial intelligence (AI).
The value of advice in the investment journey
Fränzo Friedrich, Chief Marketing Officer of Momentum Investments, writes about how trusted financial advice helps South Africans turn long-term goals into achievable plans.
Planning across generations and life stages
When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
Built to compound, built to last
Anne Holding of Peregrine Capital discusses a disciplined, valuation-driven
hedge fund approach and long-term capital growth.
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