Workshops and Seminars – Johannesburg

To register for any of the workshops below, click here


Design and Cost your Client Value Proposition – Part I

This seminar will provide you with the necessary tools to help you build a value proposition that will inspire clients to want to do business with you.

Do you know how RDR will impact your business?  We will take you through a step-by-step process that will show you the financial impact that RDR will have on your business.

Where income is short, it will have to be made up!  This is when a strong value proposition is needed – one that delivers value that clients will readily pay for.  Walk away with a clear understanding of the services you offer and how you add value to your clients’ lives.

Who should attend: All key individuals, business owners and key staff

Cost: R275.00 (incl. VAT)

Seminar hosted on:

  • 29 March | 09h30 – 11h30 | Woodmead
  • 04 April | 09h00 – 11h00 | Benoni
  • 05 April | 09h00 – 11h00 | Cleawater/Roodepoort
  • 10 April | 09h00 – 11h00 | Vaal

Design and Cost your Client Value Proposition – Part 2

Segmenting your client base and allocating each client segment with a different level of service will improve your business’ efficiency and profitability.

There are different ways to segment your client base.  This seminar provides insight into how services can be varied and apportioned across the client base, and in order of priority.

Walk away with an understanding of the different client segments in your business, the services you will provide to each segment as well as the profit that each segment will generate for your business.

Who should attend: All key individuals, business owners and key staff

Cost: R275.00 (incl. VAT)

Seminar hosted on:

  • 13 April | 09h30 – 11h30 | Woodmead
  • 17 April | 09h00 – 11h00 | Benoni
  • 18 April | 09h00 – 11h00 | Clearwater/Roodepoort
  • 19 April | 09h00 – 11h00 | Vereeniging/Vaal

Treating Customers Fairly: Management Information

Are you able to demonstrate to the Regulator that treating customers fairly is at the core of your business? By using the ‘right’ management information in the ‘right’ way, you will be able to show the Regulator that treating customers fairly is at the core of your business.

In this seminar we will guide you in identifying the methods needed to demonstrate that TCF is an intrinsic part of your business culture. You will learn how to measure and analyse your Management Information and use this to identify development areas.

After attending this seminar, you will have clearer understanding about what information should be kept up-to-date to ensure a culture of treating its customers fairly across all business operations (TCF Outcome 1) and in turn build a sustainable business.

Who should attend: All key individuals, business owners and key staff

Cost: R275.00 (incl. VAT)

Seminar hosted on:

  • 26 April | 09h30 – 11h30 | Woodmead
  • 03 May | 09h00 – 11h00 | Benoni
  • 04 May | 09h00 – 11h00 | Clearwater/Roodepoort
  • 08 May | 09h00 – 11h00 | Vereeniging/Vaal

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