08:30-09:30 | 4 March, 2022
After some great feedback from our February Breakfast with SAIFAA, we've received some encouraging ideas from our members and have applied this to our next TWO sessions already.
First up - in March we will be hearing from the South African Asset Map team, Work That Matters. Then, in April, we will be chatting with a selected board of SAIFAA members who are successfully running fee-based, lifestyle financial planning practices.
KEYNOTE: Bennie Gouws | Director of Adviser Experience at Asset-Map SA
TOPIC: Leveraging tech for a better client experience
Bennie, Kirsty and Gary have deep roots in our profession and have spent the last few years making Asset Map available to financial advisers and their clients in South Africa.
Whilst their specialist knowledge is in one-page planning, they will be sharing how this goes far beyond just the IT system – it's about cohesive engagement with the full client experience.
These one-hour networking events will allow us to keep in touch with each other and hear from a new keynote speaker each month. We have always believed that we are stronger when we stand together, just like the water buffalo. As our world has changed in the last 18 months, we believe that these events will form a strong foundation for our community going forward.