Practice Management Archives

Practice Management

31 Aug 2021

Future-proofing your practice

In the good old days, in that hazy time before 2020, meetings with clients were…

Johan Vosloo

Love1

Practice Management

22 Jul 2021

“Buy” the book: How data analytics help IFAs manage acquisition risk

Acquiring another Independent Financial Adviser's book is a natural progression for some advice practices. However,…

Johan Vosloo

Love1

Practice Management

4 Jun 2021

The 80/20 principle in practice. The data behind the theory.

In our previous post, we did a deep dive into the revenue data of a…

Johan Vosloo

Love1

Practice Management

20 May 2021

Achieving strategic business goals using revenue analytics

Achieving strategic business goals using revenue analytics What does healthy revenue growth look like? That…

Johan Vosloo

Love1

Practice Management

25 Mar 2021

POPI compliance: An opportunity to bulletproof your systems

To many financial advisors, the thought of becoming POPI compliant may sound like a drag.…

Johan Vosloo

Love0

Practice Management

26 Jan 2021

Digital tools that turn IFAs into proactive business strategists

2020 was a year for hard truths. 2020 stress-tested our processes and taught us that…

Johan Vosloo

Love0

Practice Management

1 Dec 2020

Revenue Analytics: The Unturned Stone in an IFA’s Journey to Success

How should Independent Financial Advisers measure the health of their business? Conventional measures paint a…

Johan Vosloo

Love0

Practice Management Uncategorised

17 Feb 2020

Three things every IFA should know

Your work as an Independent Financial Adviser is to help simplify people’s challenges when it…

Johan Vosloo

Love0

Practice Management Uncategorised

7 Feb 2020

Learning to define what’s important

Build a sustainable business that supports your clients, you and your family. There are infinite…

Johan Vosloo

Love0