Goosebumps, growth and the future of financial planning
When was the last time you got goosebumps while working with a client? By Bronwyn Waner, CFP®, Growth Financial Planning
AI and the future of financial planning: how it’s revolutionising the profession
Artificial Intelligence is no longer a concept on the horizon – it’s here and it’s rapidly transforming the way financial planners serve clients, manage practices and evolve their own professional capabilities. By Dante De Gori, CFP®, CEO, Financial Planning Standards Board.
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.
Last mile planning advice
Financial advisors can tackle the complexities of last-mile service delivery by leveraging wealth technology solutions that simplify workflows, strengthen client interactions, and enable consistent, contextual engagement. These advancements not only boost business growth but also ensure higher client satisfaction, shares Andries de Jongh, Head of Sales at Seed Analytics.
AI and automation: two sides of the same coin?
Understanding the difference between AI and automation, and how each can benefit your practice, will help you make the most of these technologies writes Francois du Toit, Founder of PROpulsion.
Client experience is the new marketing
This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX).
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.
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...
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.
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Medical aid regulation changes are shaping future demand
As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions.
1Life Insurance Women’s Confidence Index
South African women show growing confidence about their futures, but income pressure, debt and caregiving responsibilities continue to constrain financial security.
The job is to beat the index, not be correct
The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.
When equal is not the same: Planning a legacy for a global family
When investors think about offshore investing, the conversation often begins with asset allocation, fund selection and portfolio performance. However, the structures used to hold those investments can be just as important, writes Marius Cilliers, regional manager at Momentum Wealth International.
AI is a force multiplier
Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.
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