Home Practice Management

Practice Management

Blue Chip is a Financial Planning Institute of Southern Africa-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Benefits of outsourcing non-expertise functions as a small firm

As small firms, among the challenges we face is choosing the right outsourced people to work with as the business grows, while aligning with what is needed to be operationally fit in a complex regulated industry.
AI stick image

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.
debby-hudson-o9KNLaITFYw-unsplash

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...
cartoon sketch of a puzzle

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...

Crypto assets: an evolving landscape

This is the second part in a series of articles to provide readers with a more holistic understanding of crypto assets and the current...
AdobeStock_224481528

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.
pexels-tima-miroshnichenko-5198239

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.
pexels stock image

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

How employee benefit firms use AI to beat the competition

Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx, presents several case studies demonstrating how employee benefit firms are utilizing AI to streamline processes, enhance efficiency, and provide outstanding service to their clients.
AI in financial planning source: Canva photos

The risks and rewards of using AI in financial planning

Lionel Dartnell outlines the risks of AI in financial planning where families and individual money is directly at risk.
- Advertisement -

Most Popular

the tale of two grocers

Protected: A tale of two grocers

Grocery retail at scale is an attractive business. The combination of bargaining power with suppliers and lower unit costs of distribution that come with market leading scale creates a business that can generate good economics for shareholders for very long periods of time. Both Pick n Pay and Shoprite have had such scale for decades. Yet for shareholders, Pick n Pay has been a disaster and Shoprite has been a success. Why? And, more importantly from an investor’s perspective, were there advance warnings that Pick n Pay as an investment was going to be the disappointment that it has been?
coaching approach stock image Canva premium

Do clients want financial planners to adopt a coaching approach?

I do a lot of work with financial planners who wish to adopt a coaching approach in their engagement with clients. Much of this...
Woman with headphones using a laptop

From trainee to triumph: the journey of an advisor’s success

It is well-known that in the finance sector, previously disadvantaged people and women are underrepresented. Momentum Group's objective is to transform the distribution network and at...
- Advertisement -