Tag Archives | Tips

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Online meetings – Four tips to add credibility

The time spent in virtual meetings has increased over the last three months. Although this has been because of the pandemic and lockdown rules, this new way of communicating is here to stay. As a result, it is important to make sure you project confidence and credibility in virtual communication. In a recent blog post, […]

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Short term insurance tips – Why the correct details of the client is important

Your clients cover their valuables under a short-term insurance policy as it gives them the needed financial security against loss or damage. Many claim rejections and Ombud cases have revealed that clients sometimes don’t uphold their end of the deal. As a result of incorrect information and not updating their details policies have been declared […]

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Scams and get-rich-quick schemes – Tips and warning signals

As part of the FSCA’s Consumer Education Departments’ mandate to provide guidance to consumers in order to make better financial choices and to live a financially successful life, regular articles are published on their website In one of their recent articles, they provide tips and valuable input to better understand scams and get-rich-quick schemes. […]

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Behavioural science leads to better returns

Financial Planner of the Year shares tips – Behavioural science leads to better returns In a recent Business Report article, Janet Hugo Financial Planner of the Year, shares how behavioural finance can be used in an efficient and practical manner in the wealth-management process. According to Hugo one of the easiest ways to incorporate investor […]

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