Investment Moments with Momentum Investments, Podcast Episode 1
In this episode, Levashni Naicker (Communications Specialist) talks to Martin Riekert (Executive Head of Retail Investments) about how guaranteed solutions can play a part in a client's overall financial plan.
How we’re managing money in the eye of the storm
As Covid-19 changes the way we work, being flexible, supportive and resilient will be crucial.
Coronation Fund Managers supports the Solidarity Fund
In response to the President's call for contributions, 90 employees and the senior leadership from Coronation Fund Managers are pledging a portion of their salaries for a period of three months to the Solidarity Fund.
The Chinese experience of Covid-19
Does China’s experience of Covid-19 provide a gauge of what to expect elsewhere?
Deploying technology in business
Many financial advisory firms are still paper-driven and non-automated, and are working with poor-quality data and fragmented systems. Understanding where the inefficiencies lie is the first step in making changes to ensure future sustainability.
Financial planning while a storm is raging
People are scared, confused and vulnerable. We believe that this is your time to shine.
Humans Under Management
Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, discusses the impact of COVID-19 on your client’s financial plan.
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If you don’t pay, you don’t stay
Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
Trump 2.0
Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
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