Intermediaries / Brokers / General

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

5 must-have soft skills for intermediaries in 2022

Brokers… Post this at your peril

The advent of ‘digital everything’ and the ongoing migration into the world of virtual advice-giving has left many brokers and financial advisers feeling a bit disconnected from the real world. And the fact that we can attend presentations and interact with clients dressed only from the waist up, leaves us with the impression that we can push the boundaries of social norms on digital platforms. But can we? “There is no distinction between what we are doing online and what we are doing in the real world; or who we are online and who we are in the real world,” said social media law expert, Emma Sadler, during her keynote address to the 2021 Morningstar Investment Conference.

Why Buy-and-Sell Cover ensures sustainable succession planning

Managing a business always has inevitable challenges, risks and uncertainties that could impact its financial sustainability. Your business is your primary and greatest investment, physically, emotionally and financially as it funds and directs your and your family’s accustomed lifestyle.