Dr Marc Rogatschnig at HUM South Africa 2025
I.S.L.A.G.I.A.T.T.
At the Humans Under Management South Africa 2025 event, Dr Marc Rogatschnig presented on the complexities of behaviour change in client relationships.
The talk focuses on understanding why perfect plans often fail to influence client behaviour and highlights the psychological barriers that hinder change.
Key insights include:
Change cannot be achieved through thought alone; action is essential for progress.
Behaviour change is best approached through small, manageable steps rather than dramatic shifts.
Social support plays a crucial role in successfully altering behaviours.
Stressful situations can trigger old coping mechanisms, which may undermine well-intentioned plans.
Watching this video will equip financial advisers with practical strategies to better understand client behaviours and enhance their ability to facilitate meaningful change in their clients' financial habits.