Is the USA still number one in financial advice? Featuring Bekithemba Mafulela

There’s a shift underway from product-led sales processes to that of leading with advice and using advice to implement the right products at the right time for the right reasons. It can be argued that the USA has led the global industry & profession but perhaps this is not the case anymore.Adam Holt & Derek Notman bring on special guest Bekithemba (Beki) Mafulela, formerly head of Retailisation & EB Distribution at Momentum in South Africa. Beki has been in the financial advice space for over 20 years and shares his perspective on the changing financial advice landscape in SA and globally. Beki is currently transitioning into his next endeavor to help drive our industry forward. This podcast episode represents Beki’s personal views and not those of Momentum.Beki, Adam and Derek discuss:Changes driven by client needs and regulationNew client expectations out of technology advancementAdvisors needing to future proof their value proposition and stay relevantAdvisors should be upskilling their technical advice skills (CFP certification) but also their digital marketing skills to stay top of mind.The massive void and opportunity created by advisors only focusing AUM fee schedules.Resources:Follow RethinkFA on LinkedInConnect with Bekithemba MafulelaConnect on LinkedInFollow on TwitterFollow Beki on FacebookConnect With Adam Holt:Schedule an Asset-Map Demosupport@asset-map.com Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor  Hosted on Acast. See acast.com/privacy for more information.