KEEP UP TO DATE WITH ALL THE IMPORTANT COVID-19 INFORMATIONCOVID-19 RESOURCE PORTAL

FANews
FANews

Doing Business Better Blog

Better Business

The ABCs of educating your clients – Part 2
The ABCs of educating your clients – Part 2 Myra Knoesen08 May 2022

According to Katelyn Rattray, Senior Content Marketing Specialist at Advicent, financial planning is no longer a static process, and education and continued learning should not be either.

Better Business
Read More
The ABCs of educating your clients – Part 1
The ABCs of educating your clients – Part 1 Myra Knoesen08 May 2022

According to Katelyn Rattray, Senior Content Marketing Specialist at Advicent, financial planning is no longer a static process, and education and continued learning should not be either.

Better Business
Read More
Never use these phrases in an email – Part 2
Never use these phrases in an email – Part 2 Myra Knoesen08 May 2022

One word can ruin an entire email and one email can ruin a relationship, says Sara Grillo, a Financial Author, Podcast Host and Keynote Speaker.

Better Business
Read More
Never use these phrases in an email – Part 1
Never use these phrases in an email – Part 1 Myra Knoesen08 May 2022

One word can ruin an entire email and one email can ruin a relationship, says Sara Grillo, a Financial Author, Podcast Host and Keynote Speaker.

Better Business
Read More
Advice… an interesting case study - Part 2
Advice… an interesting case study - Part 2 Myra Knoesen13 March 2022

We found an interesting case study on Riskinfo, by father daughter duo, Igor and Sacha Loutkovsky, who claim to have always approached advice a little differently, operating a business model that means they rarely ever meet their clients in person.

Better Business
Read More
Advice… an interesting case study - Part 1
Advice… an interesting case study - Part 1 Myra Knoesen06 March 2022

We found an interesting case study on Riskinfo, by father daughter duo, Igor and Sacha Loutkovsky, who claim to have always approached advice a little differently, operating a business model that means they rarely ever meet their clients in person.

Better Business
Read More
Up the client-relationship pyramid – Part 2
Up the client-relationship pyramid – Part 2 Myra Knoesen16 February 2022

Jack Kwicien, Co-Founder of Daymark Advisors LLC asks, “What role do you play with your clients? Yes, you are their adviser, but are you also their trusted adviser?”

Better Business
Read More
Up the client-relationship pyramid – Part 1
Up the client-relationship pyramid – Part 1 Myra Knoesen15 February 2022

There is more to being a trusted adviser than just jumping whenever the client asks you to.

Better Business
Read More
Ask the right questions – Part 1
Ask the right questions – Part 1 Myra Knoesen11 January 2022

Better Business
Read More
Ask the right questions – Part 2
Ask the right questions – Part 2 Myra Knoesen11 January 2022

Better Business
Read More
1
2 >
BLOG CATEGORIES
Quick Polls

QUESTION

There are countless articles written about South Africa’s poor retirement outcomes. Which of the following would you single out as the biggest contributor to local savers not accumulating enough to buy an adequate and sustainable pension?

ANSWER

Lack of personal accountability
Poor participation in formal retirement funds
Reluctance to seek financial advice early on
SA’s high unemployment rate
fanews magazine
FAnews April 2022 Get the latest issue of FAnews

This month's headlines

The ethical core of insurance relationships
Debarment… a double whammy
A beginner’s guide to scaling the Tech Mountain
Leadership, climate and cybercrime… SA’s top risks
Unpacking the retirement reform developments
Subscribe now