Animated video explains the two-pot retirement system
It is accompanied by three brochures that unpack different aspects of the two-pot system in more detail.
Video
Bringing back the human element in client engagement
Here’s a novel revelation. It turns out customers are also human, after all. It fascinates me that in many industries and businesses we seem to have forgotten that customers (those folk that buy […]
Suitebox Assessment by Industry Experts
SuiteBox provides video business meeting software of specific benefit to modern day financial advisers. Apart from providing significant cost, productivity and client engagement improvements, it assists in simplifying record keeping. Inaccurate or insufficient […]