Our emotions influence our decisions and actions - including our financial decisions!
This webinar explores a different and more meaningful way of collaboration between the client and the financial planner. It is a shift away from what was seen as a transactional solving mentality to a relational trusted space. The foundation of this method of thinking is that the client is the expert on their own life and this awareness needs to inform their financial decisions. The goal is to take the complexity out of a client's finances – bringing it back to what makes sense in their life.
By helping you understand your emotions, you can better understand how your emotions and biases influence your decisions. You will also understand how to connect with your emotions and eliminate what is perceived as noise, i.e. what is relevant, what’s not relevant and what you can and cannot control.
Join Old Mutual Wealth's Financial Planning Coach, Yvonne Killian, as she discusses a new engagement methodology that presents a different mindset in creating a financial plan. This webinar is on 26 November 2021 from 10:00 a.m. to 11:00 a.m.
By the end of this event the participant should:
Understand human behaviour and biases.
Understand the role and importance of holistic lifestyle financial planning.
Understand your role as a client and the role of the financial planner.
Understand why it is important to co-create a financial plan around your needs and lifestyle.
This webinar covers the following topics:
Human behaviour and biases.
How your emotions influence your actions.
Holistic lifestyle financial planning:
What is its role?
What is its importance?
The financial planner's role.
Creating a financial plan.
This webinar is free and does not qualify you for CPD hours.
Yvonne is responsible for developing and coaching the Old Mutual Wealth Strategic Partner Community. She has over 30 years’ experience in the financial services industry where she has worked for various financial services institutions. Prior to joining Old Mutual in 2013, she worked for Norwich Life, ABSA, UAL Merchant Bank, Liberty Life and Alexander Forbes. Her experience extends to that of people management, broker consulting and 15 years practicing as a financial planner. This provides her with good technical and practical insight into the financial services industry and to identify the needs of the planner community at large. Yvonne holds the following qualifications: Certified Financial Planner® professional (Financial Planning Institute), Postgraduate Diploma in Financial Planning (University of the Free State), Certified Integral Coach® and Certified Life Coach (Business School, University of Cape Town), Certified IEQ9 Practitioner (IEA and ICF Accreditation).
The following persons will benefit from attending this webinar:
Professional accountants including CA(SA), BAP(SA), AGA(SA), and Professional Accountant (SA).
Accounting/auditing practice owners.
All business owners.
This webinar is free.
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By attending this webinar you will be provided with:
Summarised slide presentation.
Reference documents and/or course material where available.
You can ask questions during the webinar and you will also have access to me the presenter after the webinar.
The following venues and dates are available for this event.