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.
Enhancing client well-being through holistic planning
Kim Potgieter CFP®, Director at Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy.
The power of incentives
Rob Macdonald, the head of Strategic Advisory Services at Fundhouse, discusses the human side of investing using Charlie Munger's speech "The psychology of human misjudgment".
Unveiling the magic of social media for financial advisors
Social media possesses a magical allure – an enigmatic realm of wonder, a captivating escape from reality and a conduit for connection. Yet, within this captivating realm, financial advisors often grapple with a curious conundrum: the struggle to effectively harness the potential of social media and online communication.
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Pioneer in the DFM space
PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
Ready to meet your needs
Nadir Thokan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes, provides insights into his business.
Darren Robertson CFP®| Financial Planner Profile
Blue Chip speaks to Darren Robertson, CFP® at Opes Wealth, about his journey as a Certified Financial Planner®.
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