Home ebook editions Aug/Sept/Oct 2024

Aug/Sept/Oct 2024

The treatment of pension interests in divorce

Hannah Wilson, Director at Simplifi Law, sheds light on the treatment of pension interests in divorce.
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Addressing key risks in a retirement portfolio

One of the challenges advisors face when preparing and managing a client’s retirement plan is to reduce the risk of the client running out...
profiling financial planners

Profiling financial planners

What are the biggest mistakes that you see clients make? The biggest mistakes we see clients make are usually related to emotion. People habitually give...
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Artificial intelligence

The time to act is now. AI is here. Advisors who delay integrating AI into their practice will be left behind in an increasingly automated world. By mastering your natural intelligence and embracing AI, you will secure your personal and professional future, writes Dr Roddy Carter, Physician, Performance Scientist, Master Coach, Corporate Leader and Author.
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The future of digital currency in South Africa

South Africa is embracing the mainstream adoption of digital currency. However, Roger Eskinazi, the Managing Partner at Tickmill, points out that there are several unique challenges that could impede its widespread acceptance and use.
capturing value for clients from SA's ETF boom

Capturing value for clients from South Africa’s ETF boom

The ETF boom in South Africa is multi-faceted, driven by cost-efficiency, performance and accessibility, writes Kingsley Williams, Satrix. As advisors, understanding these drivers will help you guide your clients better and offer a broader palette of effective investment strategies.
Tim Slatter, Creator of Contatto and Director, Slatter Communications

Clicks, conversations, clients: discerning the art of timely advice in modern (family)...

Tim Slatter, Slatter Communications, discusses how the thoughtful integration of digital communication tools allows you to bridge communication gaps.
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Enhancing client relationships through strategic touchpoints

Francois du Toit, the Founder of PROpulsion shares how to make your client relationships better by being deliberate in how you talk to them, using technology smartly and some simple tips.
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How and why a financial planner should use a DFM

An exclusive Blue Chip discussion with three of the country’s top investment and financial planning professionals focusing on Discretionary Fund Managers and how financial planners can best utilise their services.
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Navigating succession: financial advisors retire much later than they realise

A successful succession requires structured planning and negotiation, writes Jaco van Tonder, Services Director at Ninety One
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Nonhlanhla Nxele, CFP®, Founder and CEO of Esteemed Financial Solutions and Esteemed Learning Academy

It starts with me

Award-winning financial expert, Nonhlanhla Nxele, CFP®, is the founder and CEO of Esteemed Financial Solutions and Esteemed Learning Academy. Her career started 16 years ago, and this year Nxele is the winner of the FPI It Starts with Me Award. Blue Chip caught up with her.
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The power of client segmentation: a key to growing your financial planning practice

By effectively segmenting our client base, we can offer personalised services, improve communication and build stronger relationships. In turn, this leads to better outcomes...
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Touching the hearts and minds through design-thinking communication

The Oxford Dictionary defines communication as “the imparting or exchanging of information by speaking, writing or using some other medium”. It seems simple but...
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