Craig & Sue Torr at HUM South Africa 2025
Built to Last - Success, Succession and the Soul of a Practice
At the Humans Under Management South Africa 2025 event, Craig and Sue Torr presented on building a sustainable financial practice while maintaining personal relationships.
The talk focuses on the challenges financial advisers face in creating a lasting business that prioritises client relationships and succession planning. It addresses the essential question of how to ensure continuity and growth in a competitive environment.
Key Points:
Establish foundational principles for decision-making, such as partnering with clients for life and fostering an independent practice.
Develop a team-based structure to enhance client relationships and ensure service continuity, even if a lead adviser is unavailable.
Invest in the education and development of staff to build future owners from within the practice, promoting a culture of shared values and expertise.
Watching this video will equip financial advisers with actionable insights to strengthen their client relationships and enhance their practice's longevity.
