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In an era of ongoing change in the financial services industry, corporate and commercial brokers must bring industry specific skills to bear to add value to clients through innovative, cost effective and quality solutions.
In my view, there appears to be an over-elaborate emphasis on the impact of commission in the provision of financial advice. We recently saw extensive rules and regulations published to bring law and order to the payment of a wide variety of incentives to
If you have not yet come across the words “P-day” and “T-day”, rest assured that you will soon. The draft proposals circulated and discussed by the national treasury (NT) last year, were published as concrete proposals as part of the budget speech.
The high level of turnover amongst advisers in the financial services industry continues as economic and regulatory pressures take their toll.
If I were tasked with taking my firm’s customer experience (CX) to the next level, I would: