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Practice Management

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Shifting gears by shifting risk

Shifting gears by shifting risk

01 August 2017

Risk is our business. As insurers and reinsurers, it is our ability to measure it, manage it, absorb it and transfer it that makes our business valuable to society, and to our shareholders.

Passing the torch without any burns

Passing the torch without any burns

01 November 2016

It is most definitely a fact that a succession plan is the most profitable way to grow or exit a business.

If you are not online, you do not exist

If you are not online, you do not exist

03 August 2015

We live in a fast paced world that is showing no signs of slowing down any time soon. A world where there are endless technological resources at our finger tips allowing us to search for exactly what we want, when we want.

The bottom line is relationships

The bottom line is relationships

01 June 2015

When advising your clients on the best investment options, are you more attracted to the funds with the most well-known brands or do you focus on long-standing relationships? There should be no ‘either-or’ when answering this question.

quick poll
Question

Discovery’s 2024 data highlights suicide and motor vehicle accidents as leading causes of unnatural death claims. Which of these insurance planning priorities do you find most relevant in practice?

Answer
Aligning business models with technological changes

Aligning business models with technological changes

03 November 2014
Due diligence… an everyday job for advisors?

Due diligence… an everyday job for advisors?

03 November 2014
Creating a legacy through succession planning

Creating a legacy through succession planning

01 October 2014
Develop your advice model of the future

Develop your advice model of the future

01 October 2014
To be or not to be? That is the independent question

To be or not to be? That is the independent question

01 October 2014
How much is a financial adviser worth?

How much is a financial adviser worth?

01 October 2014
The emerging adviser

The emerging adviser

01 October 2014
Are we prepared to refocus our outlook?

Are we prepared to refocus our outlook?

01 August 2014
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