As Stephen Covey said, “If there’s one thing that’s certain in business, it’s uncertainty.”
Back in the day, business strategists focused on long-term plans. Some strategists even made 20-year plans! Instead, business strategists now concentrate on flexibility and adaptability in uncertain times.
A great example was the swift shift to online meetings during the Covid pandemic. As part of this forced experiment, […]
Last year, shares in the company that owns Facebook – Meta Platforms – were up over 23%. So far in 2022, they have lost more than 60%.
This is just one extreme example of how market conditions have changed. Last year, almost everything seemed to be going up. This year, it’s difficult to find a market that hasn’t lost value.
In some […]
These days, we are all under more financial pressure than usual. Inflation and a weaker rand are taking their toll.
Use your 13th cheque
So, if you are lucky enough to be getting a 13th cheque this year, you might want to think about the most meaningful things you can do with it – things that will last and potentially make a […]
Taking out insurance on someone else’s life might sound a bit macabre. But this is not about secretly taking a bet that someone is going to die soon. Insurers won’t let you take out a policy on a stranger.
In South Africa, it is possible to take out a life policy on someone else, provided you can show that you have […]
Imagine two people who both retire with savings of R5 million. Both of them decide to take an income of 5% of their starting capital per year, which would be R250 000.
For the first five years, the first investor receives annual returns of 15%, 7%, 0%, -7% and -15%.
The second investor gets the same returns, but in reverse order: -15%, […]
Many folks think they aren’t good at earning money, when what they don’t know is how to use it.” (Frank A. Clark)
Getting rich isn’t as hard as it sounds. Years of consistent, calculated investing are almost guaranteed to fill up your coffers. For many, the trickier challenge is maintaining their wealth. Luckily, it’s not rocket science – all it takes […]
Integrations benefit everyone. They allow general CRM suppliers to focus on their core strengths. They give niche providers access to global markets. And they give customers the power of choice.
First things first
These days almost all financial planners make use of Customer Relationship Management software to manage their practices. In the case of larger FSPs this CRM is often provided free-of-charge […]
Social media might be booming, but a targeted e-mail newsletter remains the most effective form of online marketing. Here’s the big question: How frequently should you send them out?
Online marketing experts agree that the most effective newsletter strategy is to set up a schedule and stick to it. A daily newsletter? Not practical — it would take way too much […]
It’s an age-old business conundrum that’s especially applicable for financial planners. You need a marketing plan to grow your business… But you don’t have the time or money to implement said plan. An automated – yet customisable – marketing solution might be the answer to your woes.
Email is still king
Despite the rise of LinkedIn marketing and video clips, email marketing […]
Embrace the high-tech future, by signing up for FinDotNews, a fully automated and 100% customisable solution to the age-old newsletter problem.
The team behind LawDotNews and CA(SA)DotNews has teamed up with FinCommunications to launch FinDotNews. An innovative subscription service that provides financial planners and advisors with quality, customisable client newsletters at a fraction of the cost of employing a marketing agency.
Using […]
