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Practice Management

Having provided practice management services to independent financial advisors (IFAs) for more than a decade, we bring to our corporate clients our extensive learning and experience in delivering this programme.

Our practice management programme for corporates aims to assist corporate clients to implement best business practice. This drives better efficiencies and builds value in branches, franchises and among representatives.

Corporates can either bolster their own in-house delivery with our services, or outsource this service to us should they not have in-house practice management services.

Our service may focus on a select group of IFAs, tied agents or franchise offices, depending on where corporate clients see the most need, or the greatest opportunity. In line with the audience and the practice management initiative, we may use off-the-shelf content (which is used for IFA businesses), customise existing content or develop new programmes to address specific requirements.

Our content is delivered in the form of webinars and seminars, which our practice management consultants deliver to both small groups and national sales conferences. Small groups are ideal for interactive engagement and providing individual assistance. We may also train and transfer knowledge to our corporate clients’ trainers, empowering them to deliver our practice management initiative within their business.

We are able to deliver a consistent service from one region to the next due to our national infrastructure. This is particularly useful for large corporates that want to drive a consistent practice management message and maximise take-up within their business and across South Africa.


A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.

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