Financial planners have a more pivotal role to play than ever before. Building a successful business amidst today’s challenges of low economic growth, volatile world events, fast-changing technology and shifting client expectations requires a combination of knowledge, adaptability and innovation.
Industry-leading keynote speakers share practical insight and knowledge on how to more effectively connect with clients, find opportunities in economic challenges, embrace technology, create innovation and build a persistent long-term business.
Detailed insights, unrivalled research and strong opinions provide the bedrock of this power panel with some of South Africa’s leading economists. With today’s world witnessing the norms of finance being turned on its head, this session uncovers key indicators to follow in another year of improbable probables.
How do the regulatory changes impact the widening advice gap – a view from across the pond. Our not-to-be-missed panel discuss how to manage client expectations, enhance emotional engagement as well as share practical know-how to bridge the divide.