S2E5 – Your client onboarding experience
A solid onboarding process is critical to lay a solid foundation right from the start and to reinforce that the client made the right decision to choose you amongst so many other options.
S2E1 – Building brand and trust with adwiser.co.za ft. Brian Jervis
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 February 2021. News segment presented by Lelané Bezuidenhout, CEO of the Financial Planning Institute of SA Personal Development segment presented by Norma Simons, a mindset and accountability coach Feature Guest: Brian Jervis from adwiser.co.za We live in a hyper-connected world. We take advice and…
Should Financial Professionals ditch newsletters for video?
Financial Planners are starting to ditch the traditionally written newsletter in favour of video newsletters. The question is if that is the right, or rather more appropriate solution? We are not convinced. Newspaper, radio and television These are three different forms of communication of which the newspaper is the oldest, then radio and then television. …
The different LinkedIn strategies we use
LinkedIn is, by far, my favorite social networking platform when it comes to building professional relationships, providing value to others and marketing my business and services. I am always looking at the different ways people act, engage, talk and post on the platform. I am always learning from what others are doing. Over time I…