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Part 2: Creating a win-win strategy for a sustainable practice
Part 2: Creating a win-win strategy for a sustainable practiceMyra Knoesen06 March 2017

Continuing on from part 1 of ‘Creating a win-win strategy for a sustainable practice’ we left of where Daniel Russell, Managing Director at Verbatim Asset Management, a UK base company that offers a complete supply chain management service helping advisers to power profitable and compliant business models, said owners should ask themselves three fundamental questions which are; what business am I in? Why am I in this business? And, what do I want to achieve with this business?

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Part 1: Creating a win-win strategy for a sustainable practice
Part 1: Creating a win-win strategy for a sustainable practiceMyra Knoesen06 March 2017

In South Africa the financial services landscape is facing a hurricane of changes not to mention the issue of regulation, customer awareness, the threat of direct competition, skills shortages, market competitiveness and inflation. It is concerning and the question is, will advisers be able to adapt and survive these changes in a sustainable manner?

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Ushering in a new age
Ushering in a new ageJonathan Faurie06 March 2017

When the public watched James Cameron’s Terminator in 1984, people lost their minds.

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Trading places, what advice would you give?
Trading places, what advice would you give?Jonathan Faurie06 March 2017

When attending industry events, you often hear that people find their way into the financial services industry by mistake. But all accounts, nobody plans to go into insurance/financial planning; at least that is the prevailing message.

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Trading places, what advice would you give?
Trading places, what advice would you give?Jonathan Faurie09 November 2016

When attending industry events, you often hear that people find their way into the financial services industry by mistake. But all accounts, nobody plans to go into insurance/financial planning; at least that is the prevailing message.

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Throwing pennies into the talent wishing well
Throwing pennies into the talent wishing wellJonathan Faurie09 November 2016

We come across a lot of articles about businesses and how they should be run. One of the most pertinent challenges today is how to attract – and retain – young talent.

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How to build your wealth in tough economic times
How to build your wealth in tough economic timesJonathan Faurie09 November 2016

Households are facing tough times as rising costs are stretching already thin wallets, but now is not the time to take desperate measures such as entering get rich quick schemes.

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A changing of the guard
A changing of the guardJason Dunn09 November 2016

A recent article in Forbes magazine revealed that Millennials will receive the largest transfer of wealth in recorded history.

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Advisers: the art of making professional connections - PART 2
Advisers: the art of making professional connections - PART 2Myra Knoesen01 September 2016

In the continuation to part 1 of ‘Advisers: the art of making professional connections’ the second part of the article looks at LinkedIn must do’s for financial advisers.

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Advisers: the art of making professional connections - PART 1
Advisers: the art of making professional connections - PART 1Myra Knoesen01 September 2016

There is no doubt that social media is an effective tool in promoting businesses and as such, marketing experts often recommend using social networks such as Twitter, Facebook and LinkedIn to reach consumers.

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Quick Polls

QUESTION

Health Minister Aaron Motsoaledi has said that the NHI will bring about change in the industry which will see medical schemes a slim picture of their former selves. Do you think this is the right approach to be taken?

ANSWER

No, medical schemes offer invaluable coverage in a market that is being ravaged by high costs.
Yes, universal healthcare will benefit the country in the long run.
Just wait, the minister will soon find out that a medical industry without medical schemes is no industry at all.
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Falling from grace to junk
From the hunter to the hunted
Are we there yet?
The adviser’s new go to trick
Calling the retirement superhero
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