Tag: client engagement
How AI tools are transforming coaching
Coaching is a caring profession characterised by a trusted relationship, authentic connection, and a collaborative partnership between the coach and client. At the core of coaching lie deep, one-to-one, empathetic conversations. The ‘human touch’ is not just important, it’s critical to the whole coaching endeavour.
Adviser and DFM relationship should be at arm’s length
Financial advisers need their wits about them when choosing a discretionary fund management (DFM) partner and should undertake a comprehensive due diligence process to differentiate between the ‘mixed bag’ of companies they may encounter in this space.
How your client’s personality shapes their financial decisions
Skillfully applied, profiling tools can sharpen a financial planner’s ability to support their clients. Brands that provide personalised experiences are 80% more likely to yield a purchase from customers, according to a 2021 study by customer journey optimisation platform Yieldify.
Managing your organisation’s COVID-19 communication
South Africa’s President Cyril Ramaphosa has declared a national state of disaster amid the COVID-19 virus outbreak. While many areas of life are being impacted as the virus spreads, it also presents challenges for many business owners.
Peel away the layers of big data for richer insights
Often considered a buzzword, big data can be described as the vast volume of structured and unstructured data which floods business daily. However, it is not the size of the data collection that counts, but rather what you choose to do with it that counts.
