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Tim Slatter, Creator of Contatto and Director, Slatter Communications

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.
Rob Macdonald, Independent Consultant

Trump 2.0

Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix

Redefining wealth: Financial planning for young African professionals in South Africa

A shifting landscape For decades, wealth ownership in Africa has been shaped by historical injustices, structural inequalities, and cultural nuances that influence how Africans manage...
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