Kim Potgieter at HUM South Africa 2025
Midlife Recalibration
At the Humans Under Management South Africa 2025 event, Kim Potgieter presented on the importance of midlife recalibration for financial advisers. A pioneer in life planning, she emphasises the need to align financial strategies with personal life transitions.
The talk addresses the challenges financial advisers face when helping clients navigate midlife transitions, including retirement planning and personal fulfilment.
Key insights include:
Understanding that midlife often involves multiple life transitions, which present opportunities for deeper client connections.
Encouraging clients to explore their desires for the next chapter of their lives, rather than adhering strictly to traditional retirement plans.
Promoting empathy and active listening to better support clients through emotional challenges.
Watching this video will equip financial advisers with practical strategies to enhance client relationships, enabling them to provide more tailored and empathetic financial planning services.
