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Maintaining a personal brand can set financial advisors apart in their industry

15 May 2014 | Events

Maintaining your personal brand can set you apart in your industry and gain credibility and trust, according to financial advisor WJ Rossi, a partner and brand architect at Koss Olinger, a financial planning and wealth management services firm. Rossi was speaking at the Discovery Financial Planning Summit on Thursday 15 May 2014.

Succession planning is crucial for success

15 May 2014 | Events

Businesses and financial advisors should both plan with the end in mind, said Tom Deans, president of Détente Financial Corporation in Canada. Deans was speaking at the Discovery Financial Planning Summit in Sandton on Thursday 15 May 2014.

Adrian Gore's remarks at the Discovery Financial Planning Summit

15 May 2014 | Events

“Without great financial planning, without great financial planners and without brilliant financial advice, people will fail in their financial affairs in retirement” says Adrian Gore, Discovery CEO, opening the first Discovery Financial Planning Summit.

Colin Coleman to join speaker line-up at the Discovery Financial Planning Summit

14 May 2014 | Events

The Discovery Financial Planning Summit follows on the highly successful 2014 Discovery Leadership Summit, held earlier this year. The Financial Planning Summit will see local and international experts share best practices in financial planning, regulatory developments, branding, succession planning and practice management, and will expose South Africa’s top financial advisers to the business models of globally elite advisers.

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Question

Are financial advisers ready for the combined impact of COFI and AI?

Answer

Yes, fully prepared and already adapting Somewhat prepared, but still facing implementation challenges Not yet prepared, more time and support needed Unsure / still assessing the impact

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