35 Min.
Adapting to Financial Planning's Future with Wessel Oosthuizen PROpulsion LIVE
-
- Wirtschaft
We sit down with Wessel Oosthuizen, the Head of Financial Planning at Fiscal Private Clients, to discuss the future and evolution of the financial planning profession.
In this episode, we delve into the ongoing changes within the financial planning field, touching on how the profession has grown and transformed over the years. Wessel shares his insights into the milestones that have shaped financial planning and how these changes impact both advisors and their clients.
We also explore the crucial role of psychology in financial planning, examining how understanding clients' emotional and psychological needs can lead to better financial outcomes. Additionally, we tackle the sensitive topic of working with clients who contract dementia and similar conditions, discussing the best practices for advisors to navigate these challenging situations effectively.
Looking ahead, Wessel shares his predictions for the profession, including the integration of technology and how it might alter the landscape of financial advice. We discuss what financial advisors can do today to prepare for the future changes in the profession.
Subscribe to our channel for more episodes that bring insightful discussions on financial planning and advice directly to you.
Leave us a comment with your thoughts and questions.
--- Find our content valuable? Please subscribe to the YouTube channel ---
Click here to SUBSCRIBE:
https://www.youtube.com/@PROpulsionLive
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.
--- Wessel Oosthuizen ---
Wessel on LinkedIn: / woosthuizen
--- PROpulsion Tech ---
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
--- Learn more about PROpulsion ---
👉 https://www.propulsion.co.za/community
We sit down with Wessel Oosthuizen, the Head of Financial Planning at Fiscal Private Clients, to discuss the future and evolution of the financial planning profession.
In this episode, we delve into the ongoing changes within the financial planning field, touching on how the profession has grown and transformed over the years. Wessel shares his insights into the milestones that have shaped financial planning and how these changes impact both advisors and their clients.
We also explore the crucial role of psychology in financial planning, examining how understanding clients' emotional and psychological needs can lead to better financial outcomes. Additionally, we tackle the sensitive topic of working with clients who contract dementia and similar conditions, discussing the best practices for advisors to navigate these challenging situations effectively.
Looking ahead, Wessel shares his predictions for the profession, including the integration of technology and how it might alter the landscape of financial advice. We discuss what financial advisors can do today to prepare for the future changes in the profession.
Subscribe to our channel for more episodes that bring insightful discussions on financial planning and advice directly to you.
Leave us a comment with your thoughts and questions.
--- Find our content valuable? Please subscribe to the YouTube channel ---
Click here to SUBSCRIBE:
https://www.youtube.com/@PROpulsionLive
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.
--- Wessel Oosthuizen ---
Wessel on LinkedIn: / woosthuizen
--- PROpulsion Tech ---
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
--- Learn more about PROpulsion ---
👉 https://www.propulsion.co.za/community
35 Min.
Top‑Podcasts in Wirtschaft