JUNE BREAKFAST 08:30-09:30 | 3 JUNE, 2022 With COVID inspired changes as a departure point, Mike Clare compares how the game of cricket – which dominated his life in the 80s – has changed with how advisory practices have evolved, and in some instances need to evolve. GUEST SPEAKER: Mike Clare | Mike Clare Consulting […]
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MAY 2022 – Breakfast with SAIFAA
MAY BREAKFAST 08:30-09:30 | 6 May, 2022 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 […]
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APRIL 2022 – Breakfast with SAIFAA
APRIL BREAKFAST 08:30-09:30 | 1 April, 2022 How are you charging your clients? We’ve organised a super panel of IFAs who have different business models for charging their clients upfront fees. Some of our SAIFAA members and their colleagues are successfully running fee-based, lifestyle financial planning practices. We’ve asked them to come and share some […]
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MARCH 2022 – Breakfast with SAIFAA
MARCH BREAKFAST 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, […]
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FEBRUARY 2022 – Breakfast with SAIFAA
FEBRUARY BREAKFAST 08:30-09:30 | 4 February, 2022 KEYNOTE: Paul Wilson | CIO: Sanlam Investments Multi-Manager TOPIC: Common adviser concerns and how to face them Paul joined Sanlam in 2011 as an investment analyst; was subsequently appointed as Head of Manager Research in 2013 before being appointed to his current position of Chief Investment Officer (CIO) […]
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