Running a sustainable business in tough economic times

Posted on 2 March 2020    Author: Tony van Niekerk   Original Publication: COVER Magazine

Mimi Pienaar, Head of Practice Management at Masthead talks to Tony van Niekerk, Editor of COVER Magazine in a four-part podcast series. They discuss the biggest challenges facing IFAs, the key drivers that can make or break a practice, the importance of Risk Management & Business Operations and Client Retention as a key business driver for IFAs.

 

Part 1: The biggest challenges facing IFAs

 

Part 2: Key drivers that can make or break a practice

 

Part 3: Importance of Risk Management & Business Operations

 

Part 4: Client Retention as a key business driver for IFAs

 

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

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