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Tag Archives | Financial Adviser

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Virtual meeting here to stay

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 […]

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Whose information is it any way?

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 […]

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financial-industry

The broker – How to showcase your value to clients

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 […]

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