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Author Archive | Janine Geldenhuys

retirements

Millennial investment approach – Financial Advisers need to play guiding role

Research shows that millennials are more impatient than previous generations. The question is: “But why?” It can be attributed to technological advances which have made our lives easier, more efficient and made us more accustomed to experiencing instant gratification in many aspects of our lives. As a result, we have become accustomed to this swift […]

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millenials

Financial Adviser Challenges – How to attract the millennial market

In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique challenges that the millennial generation faces. “For financial advisers, this means getting to grips with what this generation is all about rather […]

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Surveys

Benchmark of customer satisfaction shows TCF is key

What is the SA-csi? The South African Customer Satisfaction Index (SA-csi) is an independent national benchmark of customer satisfaction of the quality of products and services available to household consumers in South Africa. The SA-csi for Short-Term Insurance is the most comprehensive survey of customer satisfaction, and is a causal model that links customer expectations, […]

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Trustad

The Trust Dilemma – Earn CPD hours when you attend the facilitated training session

In the absence of trust, no relationship can be sustained. Trust, therefore, forms the basis of any relationship. MBSE has developed a course to equip delegates with all the necessary tools and skills to establish, develop and maintain levels of trust in their relationships. The course is presented by Stefan Lessing, Executive Director at Tru-Heart […]

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Fintechimage

FinTech – Insight into the South African players and facing challenges

RMB recently released the SA FinTech in motion Report. The paper looked at who the FinTech players are in South Africa as well as the ecosystem in which they operate. According to the report, the South African financial services sector is undergoing rapid change in the face of increased technological adoption and the accompanying consumer […]

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holidays

July holidays – the must-have insurance checklist

In a recent media article, Product Development Actuary for Sanlam Individual Life, Karen Bongers shares a checklist of insurance must-haves that will definitely come in handy before you lock up and set off on that mid-year getaway with your family. This can be used as a good conversation starter with your customer and a good […]

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communication

Engaging with your customer – Is there a “too much”?

Tony Vidler, expert in professional services on creating strong personal branding and target marketing positioning, investigates the principle of customer engagement in a recent IRIS article. What level of contact with customers is the ‘right amount’? Vidler mentions that many years ago marketing teams provided a lot of material and support to financial advisers and […]

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Debarment – FSCA’s role in the process

The FSCA’s Guidance Notice 1 of 2019 clarifies the requirements for debarment as described in Section 14(3) of the FAIS Act with which an FSP must comply when debarring a person. The Guidance Notice also outlines the FSCA’s role in the process. Role of the FSP When a debarment has been affected, the FSP must […]

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