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Is your practice well managed?

12 July 2016

Running a financial planning practice has become increasingly challenging. From Treating Customers Fairly (TCF) and the Retail Distribution Review (RDR) to fees and robo-advice, modeling a business to efficiently deal with all of this can be challenging.

New ways to achieve customer retention

07 July 2016

To stay ahead of the pack and lead innovation in a fast-changing society, is essential. How can you ensure that your customers have an exceptional experience when dealing with your company?

Should advisers ‘pay back the money’?

29 June 2016

The phrase ‘pay back the money’ has become deeply ingrained in the South African psyche, having dominated headlines in our parliament over the last year or so. The latest development of course addressing our President’s liability on Nkandla.

Is client disconnect affecting your bottom line?

29 June 2016

You can please some of the people all of the time, you can please all of the people some of the time, but you can’t please all of the people all of the time.

quick poll

Question

How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer

Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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