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Keeping clients through good and bad times – Part 2
Keeping clients through good and bad times – Part 2 Myra Knoesen08 October 2021

In part one of this article Andrew Beattie, author of ‘Keeping Clients Through Good And Bad Times’ listed three recommendations to keep clients happy in either good times or bad.

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Keeping clients through good and bad times – Part 1
Keeping clients through good and bad times – Part 1 Myra Knoesen03 October 2021

Essentially, at the core of every business is the client. Financial advisers spend time, hours and effort in finding good clients and prospects that will generate a long-term stream of revenue for their business.

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Becoming a better leader – part 2
Becoming a better leader – part 2 Myra Knoesen23 September 2021

In a competitive business environment, effective leadership is an essential requirement in order to achieve organisational goals, success and stability. To do this, leaders must be able to provide inspiration, motivation and clear direction to their team.

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Becoming a better leader – part 1
Becoming a better leader – part 1 Myra Knoesen23 September 2021

In a competitive business environment, effective leadership is an essential requirement in order to achieve organisational goals, success and stability. To do this, leaders must be able to provide inspiration, motivation and clear direction to their team.

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“If I don’t find you on Google I’m moving on!” – Part 2
“If I don’t find you on Google I’m moving on!” – Part 2 Myra Knoesen02 August 2021

Moshe Tamir, Global Head of Digital Transformation at Generali says the sector needs to move from an adviser-led, linear sales process to a customer-led, digital one. While trust remains important, he notes the process from researching to purchasing happens digitally.

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“If I don’t find you on Google I’m moving on!” – Part 1
“If I don’t find you on Google I’m moving on!” – Part 1 Myra Knoesen02 August 2021

According to a report by Innovation Group, 'The Future 100: Trends and Change to Watch’, technology continues to be the thread that ties emerging consumer trends together - even outside the technology sector, numerous patterns are changing states of mind as individuals adjust to our inexorably computerised society.

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Take complaints from negatives to positives – Part 2
Take complaints from negatives to positives – Part 2 Myra Knoesen01 July 2021

It is imperative to place yourself in your customer's shoes. They are angry, they want a solution and the process needs to happen at ease.

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Take complaints from negatives to positives – Part 1
Take complaints from negatives to positives – Part 1 Myra Knoesen01 July 2021

How employees react to customer complaints can determine whether these customers remain loyal or move onto another company.

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Five ways to 'sock' it to your clients – Part 2
Five ways to 'sock' it to your clients – Part 2 Myra Knoesen01 June 2021

In part 1 of this article, Brad Johnson, Vice President at Advisers Excel, shared a quick story of how he personally created a “Wow” experience to set the stage for how to pull this off in your practice…

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Five ways to 'sock' it to your clients – Part 1
Five ways to 'sock' it to your clients – Part 1 Myra Knoesen01 June 2021

It is often said that if you truly care about your clients, they will care about you. If people know you are thinking about their lives, they are more likely to want to do business with you.

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50/50. I just feel like whether we like it or not, we have to ready ourselves for change… be resilient and scale for the future. It’s not about survival of the fittest anymore but survival of the quickest. We just have to move on with life.
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FAnews October 2021 Get the latest issue of FAnews

This month's headlines

IFA nuggets: Prospecting for clients
FSCA weighs in as universal life policy premiums rocket
No short cuts for the short term broker
Investment lessons worth sharing
Tightening of policy wordings… likely in the future?
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