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Exceptional Assistant – Improve Efficiencies to Increase Profits


Develop and enhance your professional skills when you attend this powerful interactive session. Learn practical tips and ideas that will boost your career and make you more productive and valuable to the business.

You will learn how to:

  • Manage your time effectively and boost your productivity
  • Provide support that positively impacts on the Financial Advisor’s effectiveness
  • Improve your operational efficiency which will contribute to the business’ profitability
  • Prioritise your work with confidence and put an end to office chaos and panic
  • Tackle more complex administrative tasks with confidence so the Financial Advisor is freed up to focus on income-generating activities.
  • Organise your work space to reduce clutter and work smarter
  • Use communication techniques to work co-operatively and to resolve client conflicts effectively

CPD hours:

  • FSPs, Key Individuals and Representatives will earn 5.5 CPD hours towards maintaining their competence requirements.
  • FPI members will be able to earn 5.5 CPD hours in the Event Participation (Skills and Abilities) category.

Interested in attending this webinar or face-to-face seminar?

Click on the links below to register or browse dates for this webinar and seminar.

Webinars   |   Face-to-face seminars 

If you would like to arrange this webinar specifically customised for your business, contact the Masthead Regional Office closest to you.

Who should attend

All office assistants

How will attendees benefit

Attendees will refresh or learn new skills, improve office efficiency and grow your credibility and status within the business.

What attendees had to say

“The Exceptional Assistant – Improve Efficiencies to Increase Profits webinar was great. The content covered was appropriate and complemented my day-to-day work activities.”

– Tania Smith | Carrick Wealth (Pty) Ltd

“The Exceptional Assistant seminar was very informative and helpful, and the facilitator ensured that each attendee felt comfortable. We were asked questions and given feedback that was specific to our type of FSP. The seminar was very good, and I would recommend it to all PAs, especially those who are new to the industry as it helps put things into perspective.”

– Michéle Naidoo | Ocean Wealth Management

“We enjoyed the Exceptional Assistant seminar, the facilitation and interaction was excellent. Well done in that regard.”

– Tammy Govender | Old Mutual Private Wealth Management

“The guidelines outlined in the Exceptional Assistant – Improve Efficiencies to Increase Profits seminar are very valuable. Salvo Capital’s assistants learned to prioritise their work by identifying what is urgent and what is less urgent. The seminar also helped them to identify the importance of planning and keeping a diary in order to manage their time properly by setting time aside for each activity and thereby also ‘planning’ for unforeseen matters. PAs are more able to focus on being prepared and pro-active when assisting Reps with their tasks and sales. Salvo Capital’s assistants have become more aware of their individual role as part of Salvo’s team.”

Angelika Geiger | Salvo Capital

Accredited by the Financial Planning Institute of Southern Africa (FPI)


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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