Intermediaries / Brokers

Four financial debates that put the importance of advice into perspective

The amount of content available on financial advice is staggering, and there are many opinions as to the best route to take. So, how do you know what to trust or ignore?

Lockdown reminds financial planners of their clients’ non-financial portfolios

The pandemic, ensuing national lockdown, and financial market fallout created a perfect storm during which your clients will have questioned every aspect of their financial portfolios. Periods of extreme crisis also serve to remind South Africa’s financial planners that a financial portfolio is only one of four pillars that need to be in place for a secure and successful retirement. This truth emerged during a presentation titled ‘The Psychology of Retirement’, delivered by Dr Hannetjie Van Zyl-Edeling, counselling psychologist, speaker and author, at the South African Independent Financial Advisors Association (SAIFAA) CPRP® webinar.

An interested broker is an interesting broker

As a successful broker you’re a self-motivated businessperson with an engaging personality. You’re well organised and you understand the insurance market. (Right?) But is all of that that enough when you’re in front of your client closing a sale?

The Intermediary voice of reason