HUM Event Presentations

Every talk from every HUM event. New events will be added when ready.


🇬🇧 HUM London 2023

Financial Advisers

Andy Hart Opening - Remind Me Again…

Warren Shute - Understanding Your Client's Psychology

Carla Brown - From Clients to Advocates – Transforming Language to Maximise Referrals

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The Experts

Rory Sutherland

Dr. Paulo Costa - How Clients Value Human and Robo Advice Differently

Paul Craven - Your Mind Plays Tricks - Three Investment Biases

Philip Courtenay - Words That Motivate

James Dent - The Family Elephant In the Room

Jane Adshead-Grant - The Power of Listening to Ignite Brilliance in Others

Daniel Crosby - Mind + Machine

Chirine Harb - The Power of Trust in Culture

Simon Bucknall - Humans Under Pressure – Practical Tips for Higher Impact Speaking

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🇿🇦 HUM South Africa 2023


Financial Advisers

Andy Hart - Remind Me Again…

Warren Ingram - Our behavioural coaching journey

Palesa Dube with Louis van der Merwe - Reflections on being FPI Financial Planner of the Year

Adrian Fuller - Maslow and the turtle

Babalwa Nonkenge & Mulalo Nemataheni with Kirsty Scully - What's financial education got to do with it?

Alan Smith - Failing my way to success

The Experts

Dr Meghaan Lurtz - Fine to flourish - making monitoring meetings fun again

Roland Cox & Sharon Moller with Rob Macdonald - What does it mean to be truly planning for the client, and not the money?

Bruce Whitfield - How to get lucky

Rob Macdonald - The stories we tell ourselves

Judith Haupt - Leadership of the future

 

🇬🇧 HUM London 2022

Andy Hart Opening - Above The Clouds


Financial Advisers

Ruth Sturkey - Another Way of Being

Nick Taylor, Alan Smith (Fireside chat) - Slow Down to Go Fast

Helena Wardle - Consumer Duty is Good for Business

Nick Lincoln - Bonds: The Great Reset

 

The Experts

Ola Abdul - Signal or Noise

Jeannie Boyle - Why climate change matters to financial planners

Melissa Kidd - The Pursuit of Less But Better

Kevin Doran, Andy Hart (Fireside Chat)

Rob Geraghty - Presenting Virtually

Alexis Coran - Scam Proof Your Life


🇿🇦 HUM South Africa 2022

Financial Advisers

Andy Hart (Opening) - Above The Clouds

Felicity Guest, Louis van der Merwe (Fireside Chat) - Unpacking Economic and Financial Abuse

Kim Potgieter - Post Pandemic, Shifting Conversations

Nick Lincoln - Bonds: The Great Reset

 

The Experts

Paul Nixon - Traders with a Sunny Disposition

Prince Sarpong - Shifting from ‘Having’ to ‘Being’

Jean Archary - Human Under Management

Rob Geraghty - Presenting Yourself Online

Jason Butler - Finding True Wealth

Sarah Newcomb - Financial Psychology and the Money Mindset


🇬🇧 HUM London 2021

Financial Advisers

Andy Hart Opening - The Covid Crash

Nick Lincoln - “Inflation Nation”? What To Do About It (& What Not)

Cleona Lira - How to Enjoy Greater Freedom & Choice with Money & Life

Steven Hennessy - Harnessing the Creative Power of Conflict in Your Business

Brendan Frazier - The Human Side of Advice

 

The Experts

Abraham Okusanya - Empires, Pirates & Adviser Technology

Cathi Harrison - Culture & Financial Services

Rory Sutherland - The "Zoom Boom" & the New World of Work

Anthony Arvanitakis - Physical, Mental & Financial Fitness

Holly Mackay - What do people REALLY want from financial advice?


🇿🇦 HUM South Africa 2021

Financial Advisers

Andy Hart: Opening

Johannes Landman: How We Talk About Investments

Nonhlanhla Nxele: My Experience from Brand Change

Ebrahim Moola: Successful Succession

Wouter Fourie: How to Position Your Fees with Clients

Andy Hart: The Story Behind The Story

Tiffany Havinga: Young Adviser, Older Client

Gugu Sidaki & Palesa Dube: Charting the Independent Route

Keith McDonald: Our Financial Life Planning Journey

Dirk Groeneveld: My Lifestyle Financial Planning Journey

Andy Hart: Closing

 
 

The Experts

Dennis Moseley-Williams: Becoming a Guru: A Serious Shift for Advisers

Dr Gizelle Willows: The Limitations of Risk Questionnaires

Julie Littlechild: How Client Engagement is Being Disrupted

Morgan Housel: The Psychology of Money


🇬🇧 HUM London 2020

Financial Advisers

Nick Lincoln: Saving Vitas When and Whom

Eoin Mcgee: My Why

Paul Cleworth: Our What, Why & How

Tina Weeks: We Always Think We Have Time

Andy Hart: Why Words Matter

David Hearne: What Did You Expect

 

The Experts

Barney Whiter: What Can We Learn From Cults?

Cathy MacDonald: Communicating Differently

Richard Chataway: The Behaviour Business

Laura Whateley: Millennials, Gen Z and Financial Education


🇿🇦 HUM South Africa 2020

Financial Advisers

Warren Ingram & Rob Macdonald: Focusing on the person, not the problem

Andy Hart: The Hidden Magic

Kim Potgieter: Building a Financial Planning Business Based on Life Planning

Kagisho Mahura: Building a Black-owned Financial Planning Business in SA

Louis van der Merwe: Put Technology In Its Place

Scott Frank: IQ + EQ = Real Financial Planning

 

The Experts

Mark Orpen-Lyall: It’s not about the bike: lessons from elite athletes

Kate Holmes: Be The Example

David Kop: Is Compliance Standing In The Way?

Dr Daniel Crosby: The Four Pillars of Investor Behaviour

Faith Liversedge: Marketing that works


🇬🇧 HUM London 2019

Financial Advisers

Simonne Gnessen: Together, we can transform more lives

Sarah Hogan: £61,897

Nick Lincoln: Dalbar-itus: Diagnosis and Cure

Sandy Robertson: Curiosity: My old friend, my greatest critic, my mentor

Brian Hill: Contempt: the relationship killer

 

The Experts

Michelle Hoskin: How to be a happy human

Dr Moira Somers: Advice that Sticks

Phil Bray: Using stories to cut through the noise

David Scarlett: Stop Following. Start Leading.

Andrew Walker: It’s the Relationship, Stupid!

Greg Davies: The best of humans, the best of technology


🇿🇦 HUM South Africa 2019

Financial Advisers

Kim Potgieter: Courage

Andy Hart: Informed Risk

Sunel Veldtman: Managing humans in transition

Barry O'Mahony: Finding the right experts to help you be the best you can be

Warren Ingram: Building a Business

Justin King: Who did you not get to be?

Lisa Linfield: One million women

 

The Experts

Abraham Okusanya: The indispensable adviser

Rob Macdonald: The challenge of being a choice architect

John Dobson: Rugby players are human too!

Christo Brand: Nelson Mandela: My prisoner and my friend


🇬🇧 HUM London 2018

Financial Advisers

Fiona Sharp: Have a good weekend?

Nick Lincoln: Capacity For Loss: Slaying The Wrong Dragon

Rob Caplan: Things Are Not Always What They Seem

Sam Sloma: The Value of Happiness

Hayley Tink: Money Memories, Family Patterns and Habit Loops

Catherine Morgan: Emotional Connections and Impact

 

The Experts

Neil Bage: Evolviour. Our behavioural journey

Greg Davies: Anxiety Adjusted Returns - Overcoming the Cost of Being Human

Seb Dovey: Engage don’t Enrage: the to-do and not-to-do guide to a better relationship in 2019

David Ferguson: Ninjaneering

Robin Powell: How Do Passive Investors Behave?

David Jones: The Most Important Graph(s) in the World

Dan Egan: Technology, design and being a better person


🇮🇪 HUM Dublin 2018

Financial Advisers

Alan Smith: Managing Yourself

Jane McAleese: The Power of Active Listening

Carl Widger: All I Knew is That I Never Wanted to be Average

Nick Lincoln: Let’s Talk About Risk, Baby!

Paddy Delaney: P = p - i

 

The Experts

Patrick Fogarty: The Big Tease

Laura Janes: The Moments That Matter

Michiel Van Vugt: How to Help Clients Behave Better

Anthony Kelly: The Importance of Behavioural Science

Gary Connolly: Why Good Advice is Hard to Follow

Abraham Okusanya: Managing the Investor: the Behavioural Adviser’s Highest Value Proposition


🇬🇧 HUM London 2017

Financial Advisers

Alan Smith: It’s all about AUM! (Advisers Under Management)

Justin King: The unconscious mind, friend or fiend?

Anthony Villis: Behavioural Economics, So What?

Nick Lincoln: Lest We Forget: Remembering What’s Coming

Pete Matthew: Pre-suasion

 

The Experts

Laura Janes: The Power of Being Human

Ramin Nakisa: Filling the Financial Knowledge Gap

Abraham Okusanya: Preparing Clients for the Next Financial Crisis

Graham Cox: Human Perception: How to change a clients mindset

Greg Davies: New Vistas in Risk Profiling

Jason Butler: Simple steps to financial well-being

Stephen Greenfield: Implications of Investor Behaviour