{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/62bb1f9c21e4cb00121193ed/63220101c7188800136ad813?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Is the USA still number one in financial advice?  Featuring Bekithemba Mafulela ","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/62bb1f9c21e4cb00121193ed/1666980815775-304db04f880de9c291d4cc3316621d50.jpeg?height=200","description":"<p>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.&nbsp;It can be argued that the USA has led the global industry &amp; profession but perhaps this is not the case anymore.</p><p><br></p><p>Adam Holt &amp; Derek Notman bring on special guest Bekithemba (Beki) Mafulela, formerly head of Retailisation &amp; EB Distribution at Momentum in South Africa.&nbsp;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.&nbsp;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.</p><p><br></p><p><strong>Beki, Adam and Derek discuss:</strong></p><ul><li>Changes driven by client needs and regulation</li><li>New client expectations out of technology advancement</li><li>Advisors needing to future proof their value proposition and stay relevant</li><li>Advisors should be upskilling their technical advice skills (CFP certification) but also their digital marketing skills to stay top of mind.</li><li>The massive void and opportunity created by advisors only focusing AUM fee schedules.</li></ul><p><br></p><p><strong>Resources:</strong></p><ul><li><a href=\"https://www.linkedin.com/company/rethinkfa/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow RethinkFA on LinkedIn</a></li></ul><p><br></p><p><strong>Connect with Bekithemba Mafulela</strong></p><ul><li><a href=\"https://www.linkedin.com/in/bekithembamafulela/\" rel=\"noopener noreferrer\" target=\"_blank\">Connect on LinkedIn</a></li><li><a href=\"https://twitter.com/BekiMafulela\" rel=\"noopener noreferrer\" target=\"_blank\">Follow on Twitter</a></li><li><a href=\"https://www.facebook.com/BekiMafulela\" rel=\"noopener noreferrer\" target=\"_blank\">Follow Beki on Facebook</a></li></ul><p><br></p><p><strong>Connect With Adam Holt:</strong></p><ul><li><a href=\"https://bit.ly/3tykvJj\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule an Asset-Map Demo</a></li><li><a href=\"mailto:support@asset-map.com\" rel=\"noopener noreferrer\" target=\"_blank\">support@asset-map.com</a>&nbsp;</li><li><a href=\"https://www.asset-map.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Asset-Map&nbsp;</a></li><li><a href=\"https://www.linkedin.com/in/hadamholt/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Adam Holt</a></li><li><a href=\"https://www.linkedin.com/company/asset-map/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Asset-Map</a></li><li><a href=\"https://www.facebook.com/Asset-Mapcom-305328046167985/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook: Asset-Map</a></li><li><a href=\"https://twitter.com/asset_map\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Asset_Map</a></li><li><a href=\"https://www.youtube.com/channel/UCzIhXGvI5YnL62TOQR4gcEA\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube: Asset-Map&nbsp;</a></li></ul><p><br></p><p><strong>Connect With Derek Notman:</strong></p><ul><li><a href=\"https://calendly.com/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule a Call with Derek</a></li><li><a href=\"https://www.conneqtor.co/\" rel=\"noopener noreferrer\" target=\"_blank\">Conneqtor</a></li><li><a href=\"https://www.linkedin.com/in/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Derek Notman</a></li><li><a href=\"https://www.linkedin.com/company/conneqtor/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Conneqtor&nbsp;</a></li><li><a href=\"https://twitter.com/DerekNotmanCFP\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Derek Notman</a></li><li><a href=\"https://twitter.com/conneqtor\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Conneqtor</a></li><li><a href=\"https://www.facebook.com/conneqtor/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook: Conneqtor&nbsp;</a></li></ul>","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}