ClientsInnovationPractice ManagementTechnology 17 January 2024 Leveraging automation in favour of your revenue Leveraging automation can save time, ensure accuracy in tasks, enhance client relationships and facilitate scalability… Amanda de Bruyn Love0
ClientsInnovation 10 January 2024 The importance of starting to invest early Why you should consider investing early in your financial journey McKayla Kusel Love0
Innovation 12 September 2023 Digital dexterity vs. experience: Young entrepreneurs in business Even amid an evolving business landscape, one thing remains the same, especially as an entrepreneur… Johan Vosloo Love0
InnovationTechnology 28 August 2023 How commission management software adapts to inflation and protects your income As a financial adviser, commissions are often so intricately woven into your income that there's… Johan Vosloo Love0
InnovationTechnology 28 July 2023 The rise of robo-advisers: Fintech in financial advisory It's no secret that financial technology (or fintech) is quickly changing the financial industry, and… Amanda de Bruyn Love0
InnovationTechnology 3 July 2023 Why spreadsheets are an outdated way to manage your commission Anyone within the financial advisory industry is familiar with spreadsheets, like Microsoft Excel or Google… Johan Vosloo Love0
InnovationTechnology 28 June 2023 Switching to commission management software When managing a business, efficient commission management plays a critical role. However, how you manage… Amanda de Bruyn Love0
ClientsInnovation 23 May 2023 Tips to identify and maximise cross-selling potential in the insurance industry In a competitive market, utilising opportunities to increase your revenue and boost sales is critical.… Johan Vosloo Love0
Innovation 28 April 2023 Software for IFAs: The ultimate software list for a financial adviser’s toolkit Ask any IFA what takes up the most significant chunk of their day-to-day operations, and… Amanda de Bruyn Love0
Innovation 30 March 2023 The ultimate cheat sheet on managing your commission as a financial adviser Managing your commission often feels like that one line item on your to-do list that… Amanda de Bruyn Love0