The link between financial and physical wellness is well-known. As a trusted partner, how can financial advisers help clients to sift through misinformation and make an informed…
30 July 2021
Once upon a time I believed, I trusted that Father Christmas stole the milk and the cookies... that a pumpkin was turned into a carriage... and a kiss brought Snow White back to life.
Then something unexpected arrived. A thing called facts. And everything changed. So Father Christmas is in fact my own father, pumpkins have lots of seeds and no wheels or windows. And did the prince have Snow White's consent to kiss her? I wasn't allowed to believe.
So... who can I trust?
The link between financial and physical wellness is well-known. As a trusted partner, how can financial advisers help clients to sift through misinformation and make an informed choice about the COVID-19 vaccine?
If you do not have a Compliance Officer who shoulders the burden of POPIA on your behalf, how do you ensure protection of your clients’ personal information as prescribed?
When your business needs an “X factor” to propel it forward, add employee benefits. We also update you on the progress of Investo 11.
This is a particularly turbulant time in Mzanzi. We are dealing with unrest and anger amidst a global pandemic. Political agendas, medical advice, personal opinions & social media conjexture... so much noise! Who do you listen to?
When it comes to clients reaching their investment goals (“tails”), would they be Happy to assume more risk, or does the prospect of it make them Grumpy (“heads”)? Enter Risky, Snow White’s eighth dwarf...