Adapting to the new world of financial advice and wealth management

Previous Episode: From financial adviser to business owner: making the shift

Next Episode: 2022 Financial Planner of the Year Finalists ft. Palesa Dube, Hendrik Spies and Tom Brukman

The advisory landscape changed significantly during the 2008 financial crisis. And now, it has done so again after the COVID-19 pandemic. Only this time the shift was even greater and much faster.

The old way of running and building a financial planning or wealth management practice is no longer sustainable.

In this episode, Francois du Toit talks with Ian van Schoor, CEO of Adviceworx, about the advisory landscape and how it is changing at a rapid pace.

Francois and Ian discuss:

✅ Traditional approach versus daring to be different
✅ The importance of data
✅ What it means to be truly technology-enabled advice- and client-led
✅ The changing consumer
✅ And more!

---- Please watch the video on our YouTube channel ----

https://youtu.be/pHaO7_vZBPM

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