Prepare your clients so reality does not bite
Petrie Marx, Product Actuary at Sanlam Individual Life says, “The start of a new year is the perfect time to check in with your clients and ensure their needs are holistically addressed”.
Shifting the way people think, feel and behave with money
Changing behaviour requires constant engagement, persistent action and various approaches, says Jean Archary CFP®, Author, Speaker, Founder, Financial Wellness Coach
Understanding investor behaviour
A Blue Chip interview with Theo Terblanche, Executive Head of Investment Management at Momentum Investments.
