Financial Planning | Practice Management

CoFI: the need to solve an age-old conundrum

Anton Swanepoel, Founder pf Trusted Advisors states that the client engagement and compliance process has posed a “conundrum” for financial service providers for decades.

Client experience in the age of AI

Although AI enhances our efficiency, it cannot replace the trust, empathy, and understanding that are fundamental to an exceptional client experience, writes Kobus Kleyn of Kainos Wealth.

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 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.

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...

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...

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.

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.