How top financial planners have adapted to Covid-19
Contenders for Financial Planner of the Year 2020 open up on adapting to tech and tapping into soft skills
28 August 2020 - 15:48
As the Covid-19 pandemic continues to force us to adapt to a more digital way of living, consumers are becoming more comfortable engaging with a financial planner online. In turn, financial planners have had to develop new skills and work on their soft skills like never before.
Hester van der Merwe, a financial planner who holds the certified financial planner® (CFP) accreditation at Ultima Financial Planners in Johannesburg, says among the things she has learnt is the importance of showing vulnerability...
Would you like to comment on this article?
Sign up (it's quick and free) or sign in now.
Please read our Comment Policy before commenting.
Subscribe now to unlock this article.
Support BusinessLIVE’s award-winning journalism for R129 per month (digital access only).
There’s never been a more important time to support independent journalism in SA. Our subscription packages now offer an ad-free experience for readers.
Cancel anytime.
Questions? Email helpdesk@businesslive.co.za or call 0860 52 52 00. Got a subscription voucher? Redeem it now.