14 May 2021
How intermediaries turn leads into business
By Staff Writer
South Africans are more concerned about their finances than their health. This finding in a recent Deloitte survey presents a significant opportunity for advisers to build their client-base and strengthen their existing client relationships. When it comes to turning leads into lasting relationships, there’s ‘no secret sauce’ says Sorita van Wyk, Client Lifecycle Manager for Retail Affluent: SanlamConnect.
