Financial advice during lockdown and the future
October 20, 2020
Schalk Malan, CEO of BrightRock shares with us, BrightRock’s experience during the new business space created by the COVID-19 pandemic lockdown and their future outlook. Listen to what Schalk had to say below:
Professionalism in the Financial Planning Industry and the role of formal qualifications
October 20, 2020
Jackie Palframan, CFP, Senior Lecturer Business Management at Nelson Mandela University chats to us about Professionalism in the Financial Planning Industry and the role of formal qualifications. Nelson Mandela University will be one of the exhibitors at…
The exciting world of financial advisor technology
October 20, 2020
Robyn Clay, Chief Relationship Officer at Linktank discusses the exciting world of financial advisor technology and how to make the shift for a practice. Robyn will be one of the speakers at this years FPI virtual convention…
Almo Lubowski gives us a heads up on his upcoming Talk at the FPI Virtual Convention 2020
October 19, 2020
Almo Lubowski, well known financial planner, financial advice “activist” and advisor coach gives us a heads up on his upcoming FPI Virtual Convention talk. One of the focusses of his talk will be his personal journey in…
Warren Ingram gives a heads up on his upcoming presentation at the FPI Virtual Convention
October 19, 2020
Warren Ingram, Executive Director at Galileo Capital and financial professional, gives a heads up on his upcoming presentation at the FPI Virtual Convention which will be about how your practice can benefit from Diversity and Inclusion. This years…
Bonitas low contribution increases
October 13, 2020
Lee Callakoppen, Bonitas Medical Fund Principal Officer, discuss their low contribution increases. Lee Callakoppen says, ‘The guidelines received from the Council for Medical Schemes (CMS), clearly highlighted that medical schemes should limit contribution increases as…
Auto & General's new innovative approach
October 13, 2020
Ricardo Coetzee, Head of Auto & General Insurance tells us about their innovative approach to keep themselves accountable to broker service delivery through a service pledge. The pledge holds that should, for whatever reason, Auto & General…
SheSays Gender Representation Survey reveals fascinating results
September 29, 2020
Neo Masigo, Chief Creative Officer for the M&C Saatchi Group South Africa and Pride Maunatlala, director at SheSays Cape Town discusses fascinating results from the recently launched SheSays Gender Representation Survey.