Name: The secret to setting meaningful goals
Start: 2021-05-31T09:00:00Z
End: 2021-05-31T09:00:43.000Z
Location: BrightTALK
Rating: 4.9

We are all be subject to behavioural biases. Experience how you can identify and negate it before and during client engagements.  Join our expert financial planning coaches as they help you to learn more about personal bias and how understanding it is as important as financial planning.
Please use the approval number: FPI21070056 and submit this together with the BrightTALK viewing certificate to claim 1.5 CPD points for viewing this workshop.

Masterclass 3 | How do I manage the impact my biases might have?

Join our expert financial planning coaches as they help you guide your clients on their financial journey and unlock your true value. This masterclass will focus on linking brain science to investment behaviour and how emotions can impact investment decisions.
Please use the approval number: FPI21070058 and submit this together with the BrightTALK viewing certificate to claim 1.5 CPD points for viewing this workshop.

Masterclass 2 | How do I help my clients manage their emotions?

Join our expert financial planning coaches as they delve into valuable techniques, such as effective questioning and active listening amongst others, to uncover your client’s desired lifestyle.
Please use the approval number: FPI21070057 and submit this together with the BrightTALK viewing certificate to claim 1.5 CPD points for viewing this workshop.

Masterclass 1 | What is my true value as a financial planner?

The workshop will focus on topics, such as:
•	Having a strategy in place for your clients in the event of your death
•	Planning with your successor, and what the business will look like without you
•	Ensuring that your family will be adequately compensated

Emergency Succession Planning

The recent shift in the world has created sudden change. Culture has never been more important than right now. You may ask, “What’s different and why now?”. Whether your business has an intentional culture or not, it does have one – be it by design or by accident.

The rebirth of culture

Estate planning can be an intricate and often multifaceted process. This is especially true for ultra-high net worth clients where specific structuring complexities, offshore assets and multiple jurisdictions come into play.  However, while the importance of drafting an estate plan is well-understood, certain aspects are often overlooked and these could ultimately lead to complications down the line.

The top estate planning mistakes made by affluent clients & how to avoid them

With the current investment landscape, we know that there are some fundamental concerns right now and we’d like to address them. This time, instead of us setting the agenda for our bi-annual advisor investment sessions, we’re giving you the opportunity to determine the content.

PCS Insights Exchange May 2021 - Part 2

With the current investment landscape, we know that there are some fundamental concerns right now and we’d like to address them. This time, instead of us setting the agenda for Insights Exchange, our bi-annual advisor investment sessions, we’re giving you the opportunity to determine the content.

PCS Insights Exchange May 2021 - Part 1

The financial planner profession is facing increased demands due to additional client expectations and administrative burdens.  

Evan Andreou, Head of Business Development at Old Mutual Wealth Tailored Fund Portfolios,  discusses the benefits of outsourced investment management and how an investment partnership can help you focus your attention on more important tasks and an enhanced client experience.

Benefits of Outsourced Investment Management (Recording)

Chris Potgieter, MD of Old Mutual Wealth Private Client Securities, will discuss key offshore investing considerations and will provide guidance on how financial advisers can ensure that their clients benefit from global diversification.

Seizing the offshore opportunity

Tiaan Herselman will discuss the impact of the budget speech and other legislative changes on the Wealth Integrator tool.

Budget Speech and the Wealth Integrator

Please join Dave Mohr, Chief Investment Strategist, from Old Mutual Multi-Managers as he shares his view on how to stay positive after 5 tough years.

How do you stay positive after 5 tough years?

If this year has taught us anything, it’s that we need to adapt to constant change and unpredictable futures. However, even though we can’t control local or global economic factors, we can lay a good foundation for the future by making the right investment decisions.

Navigating a new world:Post Covid-19

Join us at this session where well known disruptor, Vusi Thembekwayo and Chris Potgieter will discuss the current environment, its challenges and opportunities and share their thoughts on how - now more than ever - innovation can lift South Africa out of its slump.

Finding the opportunities in innovation

Ethics play an essential role in protecting financial market integrity and the functioning of the
investment industry. Join Roland Gräbe, Head of Tailored Fund Portfolios, as he delves into the
importance of ethical and transparent financial markets to protect investors.

Ethical Investment Advice : A Framework

Join Tax Consultant, Sharon Machutchon, from Mazars, as she discusses the difference between financial emigration, and tax emigration. She will also look at the implications for South Africans of making another country their home.

The Emigration Conversation

Join June Scheepers as she shares insights and tools to guide you in your goal setting process. She will also address challenges which Financial Planners face on a daily basis.

The secret to setting meaningful goals

Goal Setting

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

The secret to setting meaningful goals

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