08:30-09:30 | 1 SEPTEMBER, 2023
This 1st of September, we will be blossoming with fresh perspectives and "thinking out of the box".
I know the term is overused, but join us to have a look at the Boston VAS (value-added service) available to all our SAIFAA members and their clients. This is an opportunity for SAIFAA to contribute to the improvement of the total SA workforce and economic landscape, which in the long term will benefit us all.
True independent financial planning isn't just about the numbers; it's about elevating experiences, bolstering well-being, and fighting poverty. A sentiment Derek often echoed: "Is our client our client, or is their money our client?"
This upcoming BwS session might seem unorthodox with the VP from Boston, but it's a conscious stride to elevate our profile, and in doing so, the value we bring to you.
PANEL: Ari Katz & Johann Krüger
TOPIC: Empower clients with world-class e-learning for success
A Glimpse at Boston VAS:
Boston offers their VAS to employer groups, aiming to enrich employees for a super-low monthly fee. Despite the vast sea of information online, Boston's structured courses stand out, enabling HR departments to truly empower their workforce. And with over 30 campuses nationwide, Boston's name resonates with many.
Please think about...
As an IFA, consider the scope beyond the EB space. Does introducing such a service to clients align with our core advisory role? Does it pave the way for improved business relationships, thus ensuring the longevity of our income streams?
Join us to delve deeper, share perspectives, and explore this new horizon.
Please feel free to submit your queries and we will aim to address them in our session.
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.