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Financial advice trumps two-pots, every time

01 July 2024

The anticipated 1 September 2024 introduction of the so-called two-pots retirement system changes the rules for South Africans saving towards retirement; but it does not alter the macroeconomic or social environments in which households save. Nor does it substitute for good, timely financial advice. These truths were on naked display during the ninth edition of Critical Conversations, a thought leadership series by Sanlam Investments.

What makes an advisory firm truly exceptional?

19 June 2024

In the ever-evolving landscape of financial advisory services, the pursuit of excellence has become synonymous with adaptability, innovation, and a keen understanding of client needs. As we navigate the intricate web of adviser practices, a spotlight on the strategies employed by the world's leading financial firms becomes imperative.

Five mega-mind tools for insurance professionals

12 June 2024

There are five tools you can use to master your mind and maximise your career in insurance. In a presentation that began with a somewhat odd reference to man, horse, pig and mind, Temwa Nyirenda, winner of this year’s The Insurance Apprentice (TIA 2024) competition and a reinsurance broker at Sanlam Broker Solutions, offered some valuable tips for creating impact regardless of your industry or role.

Dedication, hard work and planning key for advice, adviser success

04 June 2024

One of the major challenges facing South Africa’s financial services sector midway through 2024 is its continuing inability to reflect the national demographic. You need only spend a few minutes tallying up the age, gender and race stats at an assembly of financial advice professionals, or insurance and investment experts, to expose significant shortcomings under each heading.

quick poll

Question

If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

Answer

Bake human into the mix Integrate CX into KPIs Map the full value chain Respond to consumer feedback

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