Workshops and Seminars

We have hosted regular practice management workshops and seminars since 2004 to help independent financial advisors address their business challenges. The knowledge gained from years of experience in the field of practice management has grown our reputation as a forerunner and innovator in this sphere.

Balancing theory with a practical approach, attendees can customise the principles to suit their individual business needs. They are able to use their new skills and knowledge immediately to make the necessary changes in their business, whether it be to build capital value or provide quality financial advice under an FSP licence.

In line with our integrated risk management approach, we incorporate elements of compliance and best business practice in all our workshops and seminars.

Some of our seminars include:

  • Complaints
  • Ethics
  • Exceptional assistant
  • Get RDR-ready
    • Design and cost your value proposition
    • Segmentation and differentiated services
    • Financial planning: optimising client value
    • Financial strategy and income streams
    • Business planning
  • Get TCF-ready
  • How to prepare for an FSB audit
  • KI training
  • Lead generation
  • Marketing plan and communication calendar
  • Risk management
  • Succession planning

We are constantly developing and adding new seminars to this list.

Visit the Masthead Learning Centre for more information on upcoming seminars and other events in your region.

MASTHEAD IS

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.

Why Masthead?

CONTACT US

Phone:

+27 21 686 3588

E-mail:

 info@masthead.co.za