24 April 2024

Featured

Featured

Do clients want financial planners to adopt a coaching approach?

coaching approach stock image Canva premium
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, ...

Featured

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

Woman with headphones using a laptop
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 ...

Thought Leaders

Featured

Client experience is the new marketing

Guy Holwill, Chief Executive of Fairbairn Consult.
This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX)....

Featured

Four disconnects between advisors and their female clients

Gillian Hepburn, Commercial Director, Schroders
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....

More Features

Empowering independent financial advisors for sustainable growth 

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....

Key value drivers in considering retail real estate investments

Laurence Rapp, CEO of Vukile Property Fund, discusses the key value drivers you should consider when investing in retail real estate....
University of Johannesburg

Climb the industry ladder

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...

Events

2025 FPI Professional’s Convention

 

BCI Global Investment Conference 2025

 


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