Client Engagement

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.

Rob Macdonald, Head of Strategic Advisory Services, Fundhouse, introduces the financial planner as choice architect as planners help clients take ownership of their choices.

Rob Macdonald, the head of Strategic Advisory Services at Fundhouse, discusses the human side of investing using Charlie Munger's speech "The psychology of human misjudgment".

Kim Potgieter CFP®, Chartered Wealth Solutions, states that understanding clients' core values in financial planning is crucial and can lead to providing your clients with long-term financial well-being.

Rob Macdonald stresses the importance of a financial planner as a thinking partner who thinks with the client instead of for the client.

In the pursuit of financial well-being, Andile Jonas, Marketing Head at Momentum Investo, advocates for making 2024 a year focused on effective money management. He advocates for the principle of "paying oneself first," emphasizing the importance of addressing retirement annuities, investments, and financial obligations. Jonas encourages revisiting budgets, involving family in financial decisions, and fostering awareness. He concludes by highlighting the 50/30/20 budget rule as a tool to align personal financial goals with helping others.

Amid market volatility, currency fluctuations and a climate of uncertainty surrounding South Africa’s growth prospects, it becomes increasingly important to explore the common biases that can significantly impact financial decision-making.

From managing people to managing advice.

Social media possesses a magical allure – an enigmatic realm of wonder, a captivating escape from reality and a conduit for connection. Yet, within this captivating realm, financial advisors often grapple with a curious conundrum: the struggle to effectively harness the potential of social media and online communication.

Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald.