Category: Past Events

FEBRUARY BREAKFAST 08:30-09:30 | 3 FEBRUARY, 2023 If you’ve never had to visit the Master of the High Court, count yourself lucky! For most of us, assisting client with diseased estate management has included trips to this office of the High Court, and it can be a task that is burdened with overwhelming administration and […]

DECEMBER BREAKFAST 08:30-09:30 | 2, DECEMBER2022 We’re really going to need YOUR input in our next breakfast session! Deloitte recently shared a report on 10 disruptive trends about to hit the wealth management sector (and only one area in which we all help our clients). Some of these include understanding: The Re-wired Investor Science vs Human-based Advice […]

NOVEMBER BREAKFAST 08:30-09:30 | 4 NOVEMBER, 2022 Our current SAIFAA secretary, Johann Krüger was referred to a new client who indicated from the start he is not interested in upfront commissions as a percentage of investments. Following on from our SAIFAA Breakfast in April, where we had a panel presenting on the different ways to […]

OCTOBER BREAKFAST 08:30-09:30 | 7 OCTOBER, 2022 Proposed new legislation and compliance will affect us all, from our wallets to our ability to help our clients. We’ve been chatting with Anton Swanepoel over the last few months and are grateful to have him come and join us for this breakfast session. He is a renowned […]

AUGUST BREAKFAST 08:30-09:30 | 5 AUGUST, 2022 Are you frustrated with social media and people trying to get you on there? Tim Slatter recently shared a helpful article on LinkedIn with three questions to ask ourselves before we throw in the towel with our social media strategy. You can read his article here. At the […]

JULY BREAKFAST 08:30-09:30 | 1 JULY, 2022 Alex Babich, the SAIFAA chairperson, has found some lesser-known knowledge that has been overlooked and has challenged the thinking and compliance setup for his practice (which he shares in this session). Compliance is one of the most challenging parts of our jobs (because it’s possibly the least enjoyable). […]

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 […]

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 […]

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 […]