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Improving financial planning at your practice (part 1)
Improving financial planning at your practice (part 1) Myra Knoesen13 March 2019

Designed with a financial adviser in mind, here are ideas Patrick Hannon, Enterprise account executive at Advicent, shares to improve the financial planning side of your practice.

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Projecting success is easy as ABC
Projecting success is easy as ABC Jonathan Faurie13 March 2019

Human beings have a built-in desire to feel like they belong. It is this need that contributed to the longstanding success of the tribal system. On a more personal level, it relates to want to belong to a family and to grow a family

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Improving financial planning at your practice (Part 2)
Improving financial planning at your practice (Part 2) Myra Knoesen13 March 2019

In the continuation of ‘Improving financial planning at your practice’ Patrick Hannon, Enterprise account executive at Advicent, continues with his tips to improve the financial planning side of your practice.

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Simple steps to improve business cashflow
Simple steps to improve business cashflow 13 March 2019

Struggling to get customers to pay you? You're not alone. WE recently read an article on forbes.com which provides practical tips on how to improve cashflow.

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Putting a spin on bad news
Putting a spin on bad news Jonathan Faurie13 March 2019

Over the past three years, the insurance industry has had to deal with the failure of one insurer (Saxum), a scandal where an insurer was linked to the VBS saga (Insure Group), and a case where an insurer took a lot of flack because it initially refused to pay the death benefit of one of its clients (Momentum).

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The important drivers of value - Part 1
The important drivers of value - Part 1 Jonathan Faurie30 January 2019

Value means different things to different people. However, it is important to establish these parameters to drive our businesses forward.

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Going above and beyond #thatextramile – Part 1
Going above and beyond #thatextramile – Part 1 Myra Knoesen30 January 2019

When you deal with customers and/or clients, growing and maintaining long term client relationships goes beyond good customer service.

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The important drivers of value  - Part 2
The important drivers of value - Part 2 Jonathan Faurie30 January 2019

In the first part of this blog post, we discussed some of the issues that need to be taken into consideration when determining value.

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Going above and beyond #thatextramile – Part 2
Going above and beyond #thatextramile – Part 2 Myra Knoesen30 January 2019

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The art of happiness at work
The art of happiness at work Myra Knoesen10 January 2019

Times have changed and many organisations and companies are starting to realise that happy employees mean efficient employees, better work cultures and happy customers too.

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Speaking of change, on the innovative side, do you believe:

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Change will happen faster in the next 10 years, then it did 10 years ago
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This month's headlines

CPD versus Product Training: What's the difference?
Fit & Proper: the early warning requirement
Insurers take on PPRs
Withdrawal strategy... the pensioner's puzzel
Growing up with the right advice
Picking the brains of Millenials
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