Business of Financial Advice – A guide for financial advisers to building a service-based business

A new title aimed at financial advisers and planners, published by Juta Law.

The South African financial planning profession is going through interesting times with its ever changing legislation and fee structures; a more sophisticated consumer; the increasing influence of the internet and the commoditisation of financial products. Today’s clients now want a true financial planning service, which can be defined as a systematic client-centric process of structuring and arranging their financial resources to meet their life goals.

In order to meet this expectation, financial advisers need to build a framework and infrastructure that will support the on-going delivery of their service proposition, develop client experiences that are meaningful and form relationships that last.

This much anticipated book by the well-renowned and respected authors of the best-selling Business management for financial planners: A guide to creating a sustainable service-based financial planning business demonstrates how, by understanding their client and using financial advice and planning as real products, financial planners and advisers can build a best-in-class service-based business that delivers on their client’s goals and dreams.

In his Foreword to the work, CEO of the Financial Planning Institute, Godfrey Nti, praises the authors for writing this important and accessible book, as well as for their many past contributions to helping financial planners grow. Written in a clear and accessible style, Business management for financial planners: A guide to creating a sustainable service-based financial planning business provides financial advisers and planners with the guidance and tools they need to re-invent their business for long-term success. 

CLICK HERE TO ORDER YOUR COPY  Or contact Juta Customer Services, [email protected], tel: 021 659 2300.