financial advisory

16 Jan 2025

Choosing the right CRM for your financial advisory business

By Staff Writer

By: Francois du Toit, CFP® PROpulsion Choosing the right Customer Relationship Management (CRM) system for your financial advice business can feel overwhelming. With so many options available, it’s easy to feel lost in the jargon and features. However, finding the right fit isn’t about chasing the fanciest tool on the market. It’s about understanding your...

04 Sep 2024

Transferring clients: Is buying a client book worth it?

By Staff Writer

By: Tracy Wright, Masthead Compliance Officer and Sharren Bhagwandin, Masthead Compliance Officer Transferring or acquiring a client book can boost your financial advisory business, but it’s not without its challenges. We delve into the intricacies of client transfers and the factors financial service providers (FSPs) should consider before making this decision. There are many reasons...

08 Feb 2024

What financial advisory firms should focus on in 2024

By Staff Writer

By: Jason Bernic and David Kop CFP®, Co-founders and Directors of FI Consult (PTY) Ltd It’s more important now than ever that financial advisory firms stay abreast of local and global changes in the financial world, as these can have severe impacts on their clients. In this article, we follow several trends that are affecting...