Explore the Category

Is Training The Trainer (TTT) a viable solution?

01 February 2013

In today’s rushed world of wanting solutions implemented as quickly as possible and not having time available for additional (sometimes thought of as unnecessary) items such as training, one often starts to look for shortcuts, says Johan Greyling, Training Facilitator at Genasys Technologies.

Making a profit – and a difference

01 November 2012

If you are not in business to make money, then you should not be in business in the first place. If in turn you think that being in business is ONLY about making money, you have probably missed a trick too.

What makes you special?

01 October 2012

We are always talking about not putting people into boxes, or about treating people as individuals, because everyone is different. But there is bad news. Clients also put people into boxes and that means that you, too, are pigeonholed.

Everybody is a potential seller or buyer

01 August 2012

In a recent article, titled Making your Practice Succeed, we touched on the results of a Celestis succession planning survey and highlighted important issues facing most financial advisory practices. I would like to revisit these issues and comment on the results of a similar US-based survey undertaken this year by NFP Adviser Services Group and Aite, an independent research company.

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

View the Results

A little more legislation is not going to kill you

01 June 2012

The six steps to Treating Customers Fairly

02 April 2012

We are all potential sellers or buyers

02 April 2012

6 steps to tcf

01 February 2012

Three attributes to make 2012 easier

01 February 2012

Real world operation versus think-tank strategy

01 November 2011

Social networking strategies to stay in touch with your clients