Simplify your revenue; simplify your life.

PANEL: Martha Koekemoer | Commspace
TOPIC: The benefits of pro-actively managing your advice-practice revenue

One of the most time-consuming activities for IFAs involves managing the inflows and outflows of cash for your practice. Whether you're a fee-only practice or earn commissions off products and AUM, keeping track of how you're making and spending your money is foundational to the success (and saleability) of your practice.

Martha and the team at Commspace have created a seamless solution that helps you understand the value of your practice to earn better, pay better and built a higher value succession plan.

 

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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.