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What makes an advisory firm truly exceptional?

19 June 2024 | General

In the ever-evolving landscape of financial advisory services, the pursuit of excellence has become synonymous with adaptability, innovation, and a keen understanding of client needs. As we navigate the intricate web of adviser practices, a spotlight on the strategies employed by the world's leading financial firms becomes imperative.

Five mega-mind tools for insurance professionals

12 June 2024 | General

There are five tools you can use to master your mind and maximise your career in insurance. In a presentation that began with a somewhat odd reference to man, horse, pig and mind, Temwa Nyirenda, winner of this year’s The Insurance Apprentice (TIA 2024) competition and a reinsurance broker at Sanlam Broker Solutions, offered some valuable tips for creating impact regardless of your industry or role.

Dedication, hard work and planning key for advice, adviser success

04 June 2024 | General

One of the major challenges facing South Africa’s financial services sector midway through 2024 is its continuing inability to reflect the national demographic. You need only spend a few minutes tallying up the age, gender and race stats at an assembly of financial advice professionals, or insurance and investment experts, to expose significant shortcomings under each heading.

Invest in your staff for business success

27 May 2024 | General

In today’s fast-paced, ever-changing and fiercely competitive business landscape, staying ahead of the curve is not just an option but a necessity for sustained success. One often overlooked yet highly effective tactic for achieving this is upskilling your workforce. By equipping employees with new skills and knowledge, businesses can not only thrive but also cultivate a culture of continuous improvement and adaptability.

quick poll

Question

If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

Answer