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 […]
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AUGUST 2022 – Breakfast with SAIFAA
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 […]
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JULY 2022 – Breakfast with SAIFAA
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). […]
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JUNE 2022 – Breakfast with SAIFAA
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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