I do a lot of work with financial planners who wish to adopt a coaching approach in their engagement with clients. Much of this time is spent on developing the skills to ask clients meaningful and appropriate questions. But Morningstar research in 2018 found that clients do not value a coaching approach. In the research, ...
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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 the same time grow an advice force with successful, motivated and well-trained advisors. For close to a decade, Momentum Group via its enterprise and supplier development (ESD) programme, has been dedicated ...
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This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX)....
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The potential loss of female clients presents a challenge for some advisors but also an opportunity for others. Gillian Hepburn, Commercial Director at Schroders, identifies four key disconnects between advisors and their female clients....
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The Association for Savings and Investments is proud to announce the launch of their next IFA Development Programme, kicking off in March 2025. Find out how to apply....
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Laurence Rapp, CEO of Vukile Property Fund, discusses the key value drivers you should consider when investing in retail real estate....
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Elevate your skills and career aspirations with the University of Johannesburg. Anrich van Jaarsveld, Programme Manager and Financial Planning Lecturer at the University of Johannesburg shares how...
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