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Intermediaries / Brokers / General

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The costs of treating non-fatal gunshot wounds - having the conversation

The costs of treating non-fatal gunshot wounds - having the conversation

03 October 2017

How do you begin a difficult conversation with your client especially when it comes to matters of violence and other factors that generally scare us? The short answer is that you need to start the conversation, while being careful not to frighten your clients into doing nothing.

A collective voice shouts the loudest

A collective voice shouts the loudest

02 October 2017

Over the past few years it is becoming increasingly apparent that the transformation issue is an issue that the financial services industry is definitely addressing.

Glacier by Sanlam gives you the power to get things done on your own terms

Glacier by Sanlam gives you the power to get things done on your own terms

28 September 2017

Glacier recently launched its new Investment Hub, a streamlined, paperless way of doing business which will ultimately result in financial intermediaries having more time to service their clients.

Challenges can become opportunities

Challenges can become opportunities

19 September 2017

Since the beginning of the year, South Africa has been through a proverbial roller coaster when it comes to the economic environment that the country finds itself in.

quick poll
Question

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

Answer
Deliberately adding value

Deliberately adding value

05 September 2017
A roadmap for the advisory process

A roadmap for the advisory process

04 September 2017
Now is the adviser’s time to shine

Now is the adviser’s time to shine

22 August 2017
The university of life

The university of life

22 August 2017
Further professionalization

Further professionalization

08 August 2017
Financial advisers have key role to play in raising national savings levels

Financial advisers have key role to play in raising national savings levels

03 August 2017
Robo-advice could narrow the advice gap, but will it?

Robo-advice could narrow the advice gap, but will it?

19 July 2017
How will brokers survive? The key is diversity

How will brokers survive? The key is diversity

22 June 2017