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Doing Business Better Blog

Winning at client grumblings – part 1
Winning at client grumblings – part 1Myra Knoesen14 July 2017

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Winning at client grumblings – part 2
Winning at client grumblings – part 2Myra Knoesen14 July 2017

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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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Quick Polls

QUESTION

The FSB is thinking of scrapping Level II Regulatory Exam (which would have tested product knowledge) in favour of an approach that forces insurers to train staff and monitor their actions. Do you agree with this approach?

ANSWER

Yes. The Level II Regulatory Exams were a massive headache for those who had to write them
No. At least with the exams you knew who were the top achievers. A lot of trust now needs to be given to insurers.
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FAnews June 2017 EditionGet the latest issue of FAnews

This month's headlines

FIA Awards… a whole new journey
Old Mutual Insure steps out of the box
State intervention for microinsurance: justifiable?
Big Data; the new ‘oil’
SA – a fallen angel? Investing in a junk status economy
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