Fundhouse Insights Latest Articles

Adviser Specific

5
Jul
2017

Where your client’s life meets their money – the birth of the Financial Coach

As Carl Richards puts it: At the end of the day, when you ask somebody, "Why is your money invested the way it is?" the only correct answer to that is, "Because it gives me the greatest ...
20
Jun
2017

For professionals in business, the C-word is important, but not the one you thought

Being a professional in business raises a number of dilemmas. To what extent are you obligated to serve the needs of your clients above your own? The first FAIS Ombud, the late Charles ...
8
Jun
2017

Innovation is everywhere. Except, it seems, when it comes to people.

Innovation is arguably the core competency of any business in the 21st Century. Such a jargon-laden statement could be straight from any management textbook. After all, as we are ...
29
May
2017

How would you like to die? How often do you ask your clients this question?

"What would we be doing now if you had died last night?" is a question one South African financial planner likes to ask early in a meeting with a potential new client. It captures the ...
24
May
2017

Your brand – it’s not on the outside… it’s inside!

How important is a brand for a financial planning business? After all, financial planning is a business that is all about the relationship. The personal touch. The aptitude to connect ...
5
May
2017

Find your purpose as a business and solve your people problem

"How do I find good people?" and "How do I retain good people?" are probably the two most common people-related questions owners of financial planning businesses ask. Followed closely ...
3
May
2017

Dunbar’s number and how many true financial planning client relationships you can re...

"Dunbar's number" - named after British anthropologist Robin Dunbar and based on his research, which suggests that there may be a physiological limit to the number of people with whom ...
23
Feb
2016

Top Five Steps For Mentoring Junior Advisors

Something we often hear advisers talking about on the Adviser Programme is their struggle with finding suitable younger IFAs to bring into their business and then how to mentor them and ...
17
Feb
2016

AUM Fees Aren’t Declining, but Profit Margins May Be Squeezed As Advisors Add Value ...

The term 'Robo - Advisor' is something that have heard a lot of and will continue to as it seems everywhere you turn someone is either talking about one or thinking about starting one. ...
19
Oct
2015

Beware the Bemuda Triangle of investing

At the heart of the constant challenge that faces investors, is what I like to describe as the "Bermuda Triangle of Investor Behaviour". There are three core influences on investor ...
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