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Empowering investor success, by empowering adviser success


In this exploratory webinar series, we go on the learning journey with you! Our goal is to help advisers help more clients, while doing it well. We aim to empower adviser success, by discussing trends and topics (other than investing and the markets) that can improve and aid how you manage and promote your practice.

In this series, we explore six key areas of focus:
  • Successful Succession
  • Social Media
  • Cyberattacks
  • From Boomers to Zoomers
  • Tech, Tools and Technology Integration
  • Costing, fees and your bottom line

Session overview:
In this session, we dismantle some of the typical generational biases, look at what the future may hold for earners, and consider how the next generation of retirees might look nothing like the current generation.
Session overview:
Advisors have more tools, software as a service (SAAS) and apps available than ever before. All these programs are aimed at allowing advisers to understand their client’s needs, risk tolerance, financial goals, and behaviour to produce better insights and recommendations.
Session overview:
The landscape of the financial advice industry continues to evolve as client needs change. Consumers are becoming more specific about what their needs are and what they are willing to pay for. As the number of clients seeking financial planning over and/or in addition to investment management services increase, advisors are expanding their fees, product and service offerings, and billing models.

Session overview:
How do you prepare for and establish a succession plan for your business? When setting out on the journey of succession planning, there are many puzzle pieces to consider. In this session, industry peers will share their insights regarding their experience when it comes to succession planning.  
Session overview:
Your digital footprint – growing your brand’s online ecosystem. If you don’t have a website, does your business even exist? Your digital presence is indeed not only a way to make a positive first impression but to affirm the legitimacy of your business and its offering in today’s digital world.

Session overview:
Cyberattacks – What to look out for and is your business prepared? Cyberattacks and cybercrime have increased exponentially both globally and in South Africa. All sectors have come under attack with the government, finance and banking sectors most publicly affected.

Management South Africa (Pty) Ltd is an authorised financial services provider (FSP 45679) regulated by the Financial Sector Conduct Authority.