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).
Four disconnects between advisors and their female clients
The potential loss of female clients presents a challenge for some advisors but also an opportunity for others. Gillian Hepburn, Commercial Director at Schroders, identifies four key disconnects between advisors and their female clients.
Long live advice: The unmatched value of human insight in financial...
As the financial world continues to be transformed by automation, the unique and irreplaceable value of human-driven guidance will only become more significant, notes Sonja Steyn, CFP®, Strategic Head at Momentum Group.
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.
Building emotional resilience in challenging times
Financial planners are trained extensively in financial planning but Kim Potgieter, CFP®, Director, Chartered Wealth Solutions, states that curriculums should also focus on the emotional resilience a planner needs when dealing with clients' challenging conversations.
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...
Why a Family Office approach is a groundbreaking solution to managing...
When it comes to investing, understanding what women want is simple - sound financial advice that secures their financial wellbeing today and into the future, writes Nicola Langridge, CFP®,
Private Client Holdings.
Clicks, conversations, clients: 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.
Courage: essential for authentic financial planning
Rob Madonald highlights courage as a fundamental skill for financial planners, emphasizing its importance among the seven key skills outlined in his book, 'The 7 Pillars of Financial Health'.
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How important are the non-investment services of a DFM?
Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
Client agency
Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience.
Reimagining retirement: Why rules of thumb matter more than we think
Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.
Building better futures
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
Certainty in volatile markets
In turbulent markets, structured solutions blend capital protection, defined outcomes and broader index exposure.
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