Goosebumps, growth and the future of financial planning
When was the last time you got goosebumps while working with a client? By Bronwyn Waner, CFP®, Growth Financial Planning
If you really want to influence a client’s behaviour, appeal to...
Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant
Thinking out of the box
Kobus Kleyn, CFP®, Tax and Fiduciary
Practitioner, Kainos Wealth, encourages financial professionals to think outside the box with the technology revolution.
Lessons for financial planners from Nelson Mandela
Andrew Russell, author of 'The Leadership We Need: Lessons for Today from Nelson Mandela', discusses themes in Nelson Mandela's life and how they can assist financial planners in their business
Do clients want financial planners to adopt a coaching approach?
I do a lot of work with financial planners who wish to adopt a coaching approach in their engagement with clients. Much of this...
Review of “Mirror Success for Advisors” by Kobus Kleyn, CFP®
In celebration of the launch, Kleyn offers a complimentary digital copy of "Mirror Success for Advisors" to Blue Chip.
Momentum Investments: Global Citizen Masterclass webinar
Watch Momentum Investments' Global Citizen Masterclass webinar available online until the end of April 2024.
The financial planner as a thinking partner
Rob Macdonald stresses the importance of a financial planner as a thinking partner who thinks with the client instead of for the client.
Building an innovative and employable workforce
If South Africa is to thrive, says CHIETA CEO Yershen Pillay, it must create a skills-based curriculum
Introducing purpose-driven financial coaching: embrace a human approach to financial planning
The world of finance has evolved, and it’s time to shift from a numbers-focused and legal-centric mindset to a more comprehensive and sustainable approach.
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Edify Fund Managers
Edify was founded by Christiaan Janse van Rensburg in 2020. Christiaan saw an opportunity to offer alternative multi-management to the retail sector after a...
Blending families, balancing futures
If you’ve seen the movie Blended, you’ll recall the chaotic charm that unfolds when two single parents (Adam Sandler and Drew Barrymore) bring their...
A conversation for perspective: the first step in influencing client decisions
Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done.
Protect yourself from financial fraud
Scams are becoming more frequent and increasingly sophisticated, with financial losses on the rise. Bryan Leach, a wealth manager at Private Client Holdings, gives practical advice on how to protect yourself.
Focused long-term returns
Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns.
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