Ferdi Booysen, Head of Client Solutions at Old Mutual Wealth
By: Ferdi Booysen, Head of Client Solutions at Old Mutual Wealth
The traditional approach to financial planning has been under a lot of scrutiny in recent years. While it can be argued that this approach has had its flaws, it is very positive to note how the industry has embraced a more holistic way of providing financial advice by having the client’s lifestyle underpin and drive the financial planning conversation. However, there is still some work to be done to simplify financial planning and shift from having product-conversations to rather discuss the client’s end-goal to add even more value to your client’s life. (more…)
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