FIRST FRIDAYS • SA IFA ASSOCIATION
08:30-09:30 | 7 Aug, 2026
Financial stress remains a leading cause of lost productivity in the South African workplace. Year after year, industry research—such as the Sanlam Benchmark Survey—highlights a critical gap: while business owners want to support their staff, they often lack the technical expertise to structure effective retirement and risk benefits.
This is where the independent financial advisor becomes indispensable. Objective, independent EB advice transforms a standard payroll deduction into a powerful talent retention tool for employers, while securing far better long-term financial outcomes for employees.
Expanding your value-add with JP Peens
Integrating Employee Benefits into your practice is a highly effective way to expand your service offering, build resilient revenue streams, and deepen your relationships with business clients.
To help you unlock this potential, please join us for this week's First Fridays meeting. EXCO member and EB specialist JP Peens will be leading a practical 45-minute presentation on how to seamlessly introduce Employee Benefits into your conversations with business owners.
What to expect
- How to initiate the EB conversation without sounding like a corporate salesperson.
- Positioning yourself as a strategic partner to the business owner.
- Tangible steps to integrate EB solutions into your current practice model.
Join us this Friday
Time: 08:30 – 09:30