Would your planning practice survive without you?
Mark Hedderman challenges advisers to test how well their firms could maintain client relationships, service standards, and decision-making if the founder were suddenly absent.
#FPIConvention
‘Understand the client’s life before investing their money’
Kim Potgieter explains how advisers can uncover clients’ goals, money beliefs, and emotional responses before recommending a financial solution.
Compliance in a world without a rule for everything
Rianné Potgieter says greater regulatory discretion demands broader knowledge, ethical leadership, and accountability for the decisions planners make.
AI puts the onus on advisers to exercise professional judgement
An FPI convention panel explored the implications of AI for client data, technical competence, record-keeping, and the adviser-client relationship.
‘The future of financial planning is AI plus trust’
Kirsty Scully says five global trends and four possible AI scenarios show why advisers must adapt without sacrificing the human guidance clients value.
