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