By: Warren Ingram and Katlego Mei, Galileo Capital Group Discussing race in South Africa is a difficult and scary topic for most incumbents in the financial services industry. In the age …
Transition to fees?
By: Almo Lubowski, Strategist, Author, Coach & Speaker Financial planners need to remember they have a skill that people desperately want and need but they don’t trust the traditional …
The Role of Technology in Future-Proofing your Business
By: Robyn Clay and Nina Lowes from Linktank Linktank partners with financial services providers, financial planners and technology providers tounlock the full power of technology in their …
Continue Reading about The Role of Technology in Future-Proofing your Business →
Integrating Coaching into your Financial Planning practice
By: Mary J Fourie, Lifestyle Financial Planning Coach How do you coach clients in order to meet their financial goals whilst supporting financial planning behaviour? In order to answer the …
Continue Reading about Integrating Coaching into your Financial Planning practice →
Creating an insurance strategy
By: Steyn McDowall, Indwe Executive Director: Business & Specialist Insurance Insurance, at its essence, is a source of finance to pay for losses, when they occur. In theory, the …
Oak Tree Intermediaries: 10 Years on
Gordon McKean, Managing Director WOW - Where have the last 10 years gone? They seemed to have literally just flown past. When I left the corporate world to start my own new venture in …
Continue Reading about Oak Tree Intermediaries: 10 Years on →