‘Greylisting’ - No Reason to Panic Edden Kift - February 27, 2023 South African has been greylisted. What does that mean for us? Read More
A Client Advisory Board – bringing your clients closer to your business This is part of a series of blog posts in which Mark Bradley (as my co-author) and I will attempt... Read More
Client Segmentation – A key element in attracting more ideal clients This is part of a series of blog posts in which Mark Bradley (as my co-author) and I will attempt... Read More
Practice Management - Areas of focus This is the second in a series of blog posts in which Mark Bradley (as my co-author) and I will... Read More
Business efficiency is key to a great client experience In the latest edition of the Blue Chip Journal our SA Head of Business Solutions, Edden Kift shares... Read More
Avoid the business bottlenecks I came across a very interesting tweet recently. It was addressed to a highly respected financial... Read More
Do your clients truly understand your value…and do you? I was recently approached by one of our adviser clients who appeared quite flustered. The... Read More