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Esteemed, knowledgeable, respected, and fearless. Just some of the words that describe our panel in this episode. And true to our promise here at Momentum Connect…
01 October 2021
The Evolution of Advice: Back to the Future
The financial services industry is currently having to adapt rapidly and at an ever-evolving scale to current constraints and market conditions. Most South African investors only think short-term, which means that they have little tolerance for market volatility and little hope of long-term wealth creation.
With increasing knowledge comes the awareness that we live in a VUCA world: one of increasing Volatility, Uncertainty, Complexity, and Ambiguity. Populations are ageing. Humans are living longer and are more knowledgeable than ever before. Consumers support companies with a clear purpose, vision, a deep understanding of their financial needs and outcomes, and who are connected with financial advisers and their clients.
The client landscape is shifting as a new generation of consumer is entering the fray. more diverse and younger population of Millennials, Generation Y’s, and the “always on” Generation Z’s (Zoomers) want to consult with individuals they can identify with.
Esteemed, knowledgeable, respected, and fearless. Just some of the words that describe our panel in this episode. And true to our promise here at Momentum Connect, they are here to share their wisdom, dissect statistics, play devil’s advocate, ask tough questions and to clarify the present... and hopefully inspire the future!
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