Ep 303 Pivoting From 'Robo' Investment Management To Financial Planning In South Africa With Lou...
Free
1 hour 32 minutes
English

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Description

The video features an interview with Louis Von de Medva, a financial advisor who has transitioned from developing a Robo investment management platform to starting his own financial planning practice. This transition was inspired by the struggles of getting traction with consumers for their initial product. The conversation revolves around this pivotal moment and how it led to the creation of a fully human financial planning service. Louis shares insights into why clients preferred hands-on, personalized guidance over automated processes, which ultimately informed the direction of his new practice. He likely talks about what they learned from this experience, including any successes or failures that came with pivoting their business model. The discussion probably also touches on how this shift impacted client relationships and service delivery. It's possible Louis also shares lessons on adapting to changing industry trends, which led them to re-evaluate their initial product's relevance. learn more

Professions

Wealth Managers Wealth Manager Stockbrokers Risk Manager Private Banker Portfolio Managers Portfolio Manager Investment managers Investment Manager Investment Consultants Insurance Brokers Insurance broker financial planners Financial Planner Financial consultants Financial Advisors Financial Advisor Certified Financial Planners Bank Manager bankers

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