IRMSA Annual Conference

28 July 2020 | People and Companies | Events | IRMSA

The Institute of Risk Management South Africa
144 Katherine Street, Grayston Ridge Office Park, Block A, First Floor, Sandton

quick poll

Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

View the Results