Intermediaries / Brokers

Protecting your business against loss of a key person

A business is the sum of all its people, not only the owner. Should a key person – someone whose services and knowledge are instrumental to the running of the business, such as a co-owner or employee, die, become disabled or fall critically ill – the business could suffer not only a personal loss but a loss of income. It is therefore important for the business owner to consider this when implementing a business protection strategy.

Discovery Invest, Goldman Sachs Asset Management host series designed to create and build successful financial adviser practices

5 must-have soft skills for intermediaries in 2022

Brokers… Post this at your peril

The advent of ‘digital everything’ and the ongoing migration into the world of virtual advice-giving has left many brokers and financial advisers feeling a bit disconnected from the real world. And the fact that we can attend presentations and interact with clients dressed only from the waist up, leaves us with the impression that we can push the boundaries of social norms on digital platforms. But can we? “There is no distinction between what we are doing online and what we are doing in the real world; or who we are online and who we are in the real world,” said social media law expert, Emma Sadler, during her keynote address to the 2021 Morningstar Investment Conference.