Rethink: The Financial Advisor Podcast Episode 29

Is the USA still number one in financial advice?  In Rethink episode 29 we discuss How “Leading with Advice” is changing the global landscape featuring Bekithemba (Beki) Mafulela

There’s a shift underway from product-led sales processes to that of leading with advice and using said advice to implement the right products at the right time for the right reasons.  It can be argued that the USA has led the globally industry & profession but perhaps this is not the case anymore given what other countries and their thought leaders are doing.

In Rethink episode 29, Adam Holt & Derek Notman bring on special guest Bekithemba (Beki) Mafulela, formerly head of Retailisation & EB Distribution at Momentum in South Africa.  Beki has been in the financial advice space for over 20 years and shares his perspective on the changing landscape in SA and globally.  Beki is no longer at Momentum as he transitions into his next endeavor to help drive our industry forward.  This podcast episode represents Beki’s personal views and not those of Momentum.

Beki, Adam and Derek discuss:

  • Changes driven by client needs and regulation
  • New client expectations out of technology advancement
  • Advisors needing to future proof their value proposition and stay relevant
  • Advisors should be upskilling their technical advice skills (CFP certification) but also their digital marketing skills to stay top of mind.
  • The massive void and opportunity created by advisors only focusing AUM fee schedules.


Connect with Bekithemba Mafulela:

Connect With Adam Holt:

Connect With Derek Notman:

You are able to listen to the full podcast here.