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Is today’s financial adviser dodging responsibility?

06 August 2012

The ‘good old days’ saw the trusted life assurance salesman flip out the good ole rate book, calculate the cover that the client could afford and the deal was done. Medicals were few and far between, as the modern-age dreaded diseases and lifestyle-associ

With Regulatory Exams in the past, what does the future hold for brokers?

01 August 2012

D-day for the Regulatory Exams (RE) has come and gone. For brokers who’ve been in the industry for many years but failed to write their FAIS regulatory exams by the due date it may well now be too late.

Moonstone: Latest Statistics Encouraging

27 July 2012

Earlier this week, there was a discussion on the regulatory exams on Radio Sonder Grense where a broker André, from Cape Town, said that, as far as he knows, the pass rate is between 10% and 15%. He added that, if he does not pass before the end of Septem

Moonstone: If FAIS does not get you…

20 July 2012

Many years ago, I was playing golf at Voortrekkerhoogte. At one stage, we walked past 1 Military Hospital, or 1 Mil, as it is better known. One of the players in our four ball remarked:

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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