#Coronavirus: 6 things for financial planners to consider

Many financial planners are currently dealing with the fallout from volatile financial markets and managing their clients’ questions and anxieties. However, have you considered the impact on your practice once the Coronavirus hits SA? 1 What if you can’t travel to see clients? 2 What if your existing clients can’t travel to your offices? 3...

Continue reading

Calorie Counting is for the Birds

2020, another year, another decade! No doubt, to be accompanied by a new set of resolutions and hopes for a “new me.” Habitually, I’ve had on my list: “get thinner” and “get richer,” among various other incidentals. Curious also that I seem to have a blind spot in my ability to select the strategy...

Continue reading

Is Your Financial Advisor Worth the Bucks?

The last time I went to Sportsman’s Warehouse got me thinking about the role of the advisor, “middle-man,” broker, or intermediary in the purchase of a product, in this case, a pair of takkies for my daughter. It got me thinking about the extent to which they really added value to my life and...

Continue reading

Stop Worrying About the Risk, Worry about the Client

I just cannot believe we STILL think it’s ok to hand our clients a deck of paper, full to the meniscus with fine print and legal mumbo-jumbo!! Are we just lazy to change this? What keeps us from making this better? I suspect it’s something along the lines of “Oh well, everyone else’s looks...

Continue reading

Financial Advisors: It’s Time to Go Overweight HEART

Rock solid relationships between Financial Planners and their clients hinge on the planner’s ability to meet a client’s needs of the Heart, Head and Hand. Meeting the needs of Head and Hand, for most planners is a piece of old tekkie. We’ve spent our time since the dawn of the industrial era perfecting these...

Continue reading

How Comprehensive is Your Client Portfolio Summary?

In this new digital age, it feels a bit like we, as Financial Advisors, think we’re valuable to clients if we can get all of their stuff into a single document. Like a summary of all the things they’ve got. And then we’re awesome. A small thing to keep in mind though … the...

Continue reading

Financial Planning – for an Individual or a Household?

I get the feeling we suffer from a false sense of certainty that we’re speaking to the people that really matter when doing Financial Planning. Because we see clients, mostly as individuals, we’re leaving out critical pieces of how decisions are made in any household. Marketers figured this out a long time ago, the...

Continue reading

Compliance, From the Client’s Perspective

Does the word “compliance” send chills down your spine? I get the sense that “compliance” is still seen as this thing that makes, what would otherwise be a rather engaging experience between advisor and client, become a bureaucratic series of forms, signatures and fine print. And I think that to a large degree, that’s...

Continue reading

Choosing a Financial Planning Tool

Is choosing a financial planning tool a straightforward process? I’ve been on the choosing end of a financial planning tool on more than one occasion in my life, enough to know it’s not as simple as it seems. I’ve had the experience, both as a corporate buyer on behalf of advisors, but also, as...

Continue reading

Client Engagement “201”

Is “Client Engagement” the new buzzword?  It strikes me as a word that we all use a lot but actually have very different pictures in our heads of what it means. On one end of the spectrum, it’s hard not to do “client engagement.” With a quote in the briefcase and some quirps about...

Continue reading
Scroll to top