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 charge clients for our value proposition, we thought this would form a helpful starting point to take the fee-conversation further.

PANELISTS: Johann Kruger - Dirk Groeneveld - Bryan Nicol

TOPIC: The next steps in charging clients differently

I've asked Bryan Nicol, who was one of the April panellists (and awarded the FPI Top PCE Candidate for 2022), and Dirk Groeneveld, a passionate and vocal Lifestyle Financial Planning advocate, to join Johann and help us build on the conversation.

We'd love to have your questions and suggestions at this session as we bring one of the most interactive and engaging conversations of our profession, deeper into the SAIFAA community.

 

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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.