KEEP UP TO DATE WITH ALL THE IMPORTANT COVID-19 INFORMATIONCOVID-19 RESOURCE PORTAL

FANews
FANews
RELATED CATEGORIES
SUB CATEGORIES General |  Networks |  PROpulsion www.propulsion.co.za | 

Discovery Invest, Goldman Sachs Asset Management host series designed to create and build successful financial adviser practices

01 December 2021 Discovery

Discovery Invest, in association with Goldman Sachs Asset Management, is hosting a first-of-its-kind virtual series for financial advisers in February 2022.

The 4-part Global Practice Management Growth Series 2022, aimed at financial advisers, will share insights based on international best practice principles in business, customised for local use. It will provide insights into a diverse range of subjects all designed to create and build successful financial adviser practices.

Financial advisers will be able to earn 9 CPD points by attending.

“We have an exciting line up of local and international speakers for this initiative with our global partner Goldman Sachs Asset Management. Whether you are a seasoned financial adviser or someone that is entering the industry, the modular programme allows you to select those modules that will benefit you most. As the modules are also available on-demand, you can schedule to view these at a time convenient to you and enjoy Continuous Professional Development Hours for doing so,” says Discovery Invest CEO Kenny Rabson.

Module facilitators include:

Craig Wing, Futurist and Global Keynote Speaker | Wingnuts Mavens

Rob Montella, Vice President | Goldman Sachs Asset Management

Evan Baars, Principal Consultant | NMG Consulting

Marie-Laure Humbert, Senior Strategist and Executive Director | Goldman Sachs Asset Management

Steven Weill, Vice President and Senior Strategist | Goldman Sachs Asset Management

Vincent Tiseo, Managing Director and Global Head of Business Strategy | Goldman Sachs Asset Management

Series content includes the future of financial advice, how to build a sustainable and scalable holistic advice business that you can sell, differentiation through effective messaging and understanding and addressing the multi-generational opportunity for high-net worth investors.

The 4-part Global Practice Management Growth Series 2022 will run between 1 - 22 February 2022.

For a full breakdown of each module and more information please visit: https://www.globalpracticemanagement.co.za/

Quick Polls

QUESTION

Each year ordinary consumers and their financial and wealth advisers flock to dozens of asset manager ‘outlook’ presentations to find out about economic and investment trends, and the next ‘hot’ company. What do you want asset managers to share during these events?

ANSWER

Asset allocation strategies
Big picture investment themes and how to position portfolios for them
Investment methodologies and historic fund yields
Share tips by the score
fanews magazine
FAnews June 2022 Get the latest issue of FAnews

This month's headlines

A free smoothie does not make a loyal customer
Consequential loss policy court cases
Everything you need to know about death, disability and severe illness cover post-emigration
Are advisers doing all they can for clients’ portfolios?
Financial advisers need help - navigating the complex ESG fund environment
Subscribe now