InnovationTechnology 16 February 2023 Finding the potential risks in your revenue streams Independent Financial Advisors (IFAs) are used to wearing many different hats. Frequently, their responsibilities include… Amanda de Bruyn Love0
Practice ManagementSecurityTechnology 27 January 2023 Social media compliance as an Independent Financial Adviser Social media is one of the most influential marketing assets that a business can utilise,… Amanda de Bruyn Love0
Practice ManagementSecurityTechnology 25 January 2023 Compliance and tech: What IFAs need to know It's no secret that IFAs can't afford to let their guard down when it comes… Johan Vosloo Love0
InnovationPractice ManagementTechnology 23 January 2023 How does commission management software simplify commission management? Effective commission management is a consistent challenge faced in the financial advice space whether you’re an… Johan Vosloo Love0
ClientsInnovation 17 January 2023 The importance of creating intergenerational wealth for your clients In South Africa, intergenerational wealth is an extremely complex and for many people, emotional issue,… Amanda de Bruyn Love0
ClientsPractice Management 10 January 2023 What is a financial adviser, and how can they help your financial planning? A financial adviser is a professional who is paid to share advice on how best… Johan Vosloo Love0
Practice ManagementTechnology 3 January 2023 Financial adviser commission percentage – how is it calculated? How do financial advisors calculate their commission percentage? You may need to find out whether… Johan Vosloo Love0
Practice Management 6 December 2022 Take on 2023: how financial advisers can set measurable goals As the year slowly comes to a close, many IFAs are preparing their clients for… Amanda de Bruyn Love0
Practice ManagementSecurityTechnology 6 December 2022 Cloud-based software for the modern-day business Cloud computing services have exploded in recent years. It has surged in demand and popularity… Amanda de Bruyn Love0
Practice Management 25 November 2022 What is revenue management, and why is it important? At its core, effective revenue management notices trends, processes and resource optimisation opportunities and creates… Amanda de Bruyn Love0