In this episode, we delve into the essential and relevant topic of business development for financial advisory firms. We start by distinguishing between business development and lead generation, clarifying how these concepts differ and the unique role each plays in the growth of a firm.

We then explore the core purpose of business development, which is to ensure the long-term sustainability and competitive positioning of financial advisory services. This includes discussing the key components that are vital for successful business development.

Practical strategies are also shared, tailored to financial advisory firms of various sizes.

Additionally, we assess the current landscape's opportunities and risks, including the impact of technological advancements and regulatory changes on business strategies.

Gain insights into effective business development practices that can help grow your financial advisory firm. Whether you're looking to refine your current approach or expand into new areas, this episode provides valuable guidance on navigating the complexities of business development in today's financial sector.

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In this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring several key topics in the field of financial planning.

We begin by discussing the role of credentialing in the industry, comparing the Certified Financial Planner (CFP) designation with emerging trends such as micro credentialing and recognition of prior learning. Lelané shares her insights on how these elements are expected to integrate and evolve in the future.

The conversation then shifts to the use of artificial intelligence in financial planning. We examine the differences between free and paid AI tools, delving into the risks associated with each and the importance of using these tools responsibly to protect client interests.

We also discuss the global recognition of the CFP® designation and how financial planners can leverage this for international practice, followed by an analysis of recent changes in retirement systems. We draw parallels between the reforms in the Netherlands and South Africa's new Two Pot System, discussing how these changes position South Africa on a global scale and the need for holistic financial planning.

Lastly, we touch on the current issue regarding the Certified Financial Planner® versus Chartered Financial Planner designations and its implications for the industry and profession.

Join us to gain valuable insights into these pressing topics and understand how they are shaping the future of financial planning.

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Leave us a comment with your thoughts and questions.


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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


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In this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on being intentional in client interactions, identifying moments where the most value can be added through human interaction, and complementing these moments with technological support.

We explore how to effectively map out the client journey from the initial contact to ongoing management, pinpointing critical stages where intentional interactions can significantly enhance the client experience. The role of technology is also examined, highlighting tools that can improve communication and personalisation without overshadowing the essential human element.

The discussion offers practical advice on what to avoid in client relationships and provides steps for adding maximum value at various stages of the financial advice process. We conclude with actionable steps that financial advisors can implement to refine their client engagement strategies and enhance overall service delivery.

Join us to gain insights into creating a more client-centric approach that balances efficiency and personalised service, ensuring that every interaction adds substantial value to the client journey.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

Leave us a comment with your thoughts and questions.


--- Find our content valuable? Please subscribe to the YouTube channel ---

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


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