Connecting with clients beyond technical skills
What makes one advisor connect deeply with their clients while another seems to struggle to get through? The secret often lies in something less tangible than financial knowledge or technical skill: it’s how we communicate.
Building emotional resilience in challenging times
Financial planners are trained extensively in financial planning but Kim Potgieter, CFP®, Director, Chartered Wealth Solutions, states that curriculums should also focus on the emotional resilience a planner needs when dealing with clients' challenging conversations.
The ebb and flow of more caught than taught
Meet the 2024/25 FPI Financial Planner of the Year winner: Rudolph Geldenhuys, CFP®. Blue Chip speaks to him about his goal of helping the sector become more inclusive, vibrant and greater in number.
AI you didn’t know exists
By analysing medical images – whether MRIs, X-rays or CT scans – AI can detect abnormalities with remarkable precision. In many instances, AI can recognise patterns in medical data that may escape the human eye, allowing for earlier diagnosis of conditions like cancer, heart disease and even the early stages of neurological disorders.
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 she is the winner of the FPI It Starts with Me Award. Blue Chip caught up with her.
The power of client segmentation: a key to growing your financial planning...
By effectively segmenting our client base, we can offer personalised services, improve communication and build stronger relationships. In turn, this leads to better outcomes...
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...
The practice management and COFI puzzle
There are many moving parts in every advisory practice, and in most cases, similar to a puzzle, the underlying parts of the business and...
Mirror Success for Advisors
Kobus Kleyn, CFP®, a distinguished leader in the financial services profession, has launched his latest book, Mirror Success for Advisors, an invaluable resource for financial advisors, offering knowledge and practical advice from Kleyn’s extensive professional experience.
Game of Loans: choosing an income manager
There are several reasons to invest in an income fund – to generate income, to be a ballast in a multi-asset fund or as...
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Join Money Maestros- ‘Retirement Income Workshops’ on the 18th of June 2025, Potchefstroom
Attend the Money Maestros 'Retirement Income Workshops' on the 18th June 2025 in Potchestroom- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
STRATEGIQ Capital
By prioritising independence, expertise, transparency and partnership, STRATEGIQ empowers financial advisors with cutting-edge tools and strategic insights, writes Luis Levy, CFA®, Chief Executive Officer, STRATEGIQ Capital.
Protected: Shaun Thompson| Financial Planner Profile
What inspired you to become a financial planner?
I was diagnosed with a Kidney Disorder (PKD) in 2008. I held a profession in education for...
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