n
Category: Information Hub

As a Financial Advisor I am often asked to give my predictions on what is going to happen in the future. What will the Rand Dollar Exchange be in 6 months’ time? Will markets continue going up? and which share …

Going forward whilst looking backwards Read More »

Tagged with:

Compliments of the season to you all. So those who thought that the end of 2020 would see everything going back to “NORMAL”, welcome to the clearly abnormal 2021. The year has started on an interesting note, we have had …

2021 Read More »

Tagged with: ,

As financial advisors, we may sometimes be occupied with non-billable tasks instead of following the income. In line with our theme on Sweating Your Assets, this article addresses how to Follow the income but make it a “win-win” for you …

Sweating your assets: Follow the income but make it a Win Win Read More »

Tagged with:

The second instalment in our Sweating Your Assets series is called “Relate to your client. Be real.” It is important for us to make sure our assets are working for you. In our last article we covered you being your …

Sweating your assets: Relate to your clients. Be real Read More »

Tagged with:

In general, questions from clients follow very specific themes. These themes are usually fuelled by friends and family discussing the latest investment fad (Bitcoin has been strangely quiet recently) or the latest bug bear from media, who are trying to …

Prescribed Assets Read More »

Tagged with:

Our last information series covered how effective planning enables you to grow your business. In this article, we emphasize what you bring to the table. The Sweating Your Assets series is about maximizing return on assets. Before we dive in, …

Sweating Your Assets: What you bring to the table Read More »

Tagged with: ,

In this article, we will be discussing Creating a Death Book and why it is important. As financial advisors, we often plan for clients’ deaths, disabilities and dread disease, however we are not as diligent when it comes to planning …

Your Death Book Read More »

Tagged with:

During our recent articles, we have been covering various topics in the planning category. We have shared planning and scheduling tips and how financial advisors can get the basics right. We have also talked about creating a default diary by …

Goal Post will Move Read More »

Tagged with:

In this article, we are going to cover “Repetition” and why “Repetition is Gold”, especially in the financial industry. All serious financial advisors who have done well in this industry have used repetition to their advantage. Succeeding in the financial …

Repetition is Gold Read More »

Tagged with:

In this article, we are addressing Time Management The definition of Time Management is the ability to use one’s time effectively or productively, especially at work. If you are like me, I am a great procrastinator! I love procrastinating, it …

Manage Your Time or It Will Manage You Read More »

Tagged with:
Top