It is that time of the year again, when we hold our breaths to see what the 2021 Budget speech will deliver against a backdrop of the devastating loss, sacrifice and hardship for so many South Africans brought on by the COVID-19 pandemic. Finance minister, Tito Mboweni, will deliver the National Budget speech on 24 […]
The emergence of COVID-19 turned 2020 into an extraordinary year, leading to significant changes in the way we live and work. In the Financial Advice industry many had to move to virtual-based businesses and increase the use of email marketing and social media to engage with ideal prospects and clients. As we move forward in […]
“Advisers are acting like travel agents, selling clients a ticket to a seat on the aeroplane, when in fact, we should be thinking of ourselves as pilots, being with our clients throughout their journey, and safely leading them to their goal, or destination,” Jon Mackintosh from EncoreSA explained at a Allan Gray Global Advice Landscape webinar […]
A reader recently shared an example of one of the problems independent financial advisers face when attempting to provide holistic advice to a client. As often happens, clients have an array of products, including ones with product providers with whom the adviser does not have a contract, or where the contract is dormant. In this […]
Amid new technologies reshaping the financial services landscape, many financial advisers are questioning their future role. It is therefore important to take stock of our value-add to the client. “An intermediary plays an important role in supporting clients,” says Andrew Coutts, Head of Intermediated Business at Santam. “They help simplify complex terms, assess and address […]
