Adapting to Financial Planning's Future with Wessel Oosthuizen

PROpulsion LIVE

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.
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--- Wessel Oosthuizen ---
Wessel on LinkedIn: / woosthuizen
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Chapters

1. Adapting to Financial Planning's Future with Wessel Oosthuizen (00:00:00)

2. Evolution of Financial Planning in SA (00:00:03)

3. Psychology of Financial Planning Insights (00:14:39)

4. Financial Planning Master Clause Wishes (00:28:47)

5. Propulsion Live Weekly Updates (00:34:18)