Advice E-book video.mp4
Did you miss out on reading the Value of Advice E-Book?
The financial advice profession stands at the nexus of transformation, innovation, and enduring purpose. As the world grows increasingly complex, so too do the financial needs of individuals, families, and businesses. This evolution demands a new breed of financial advisor—one who embodies not only technical expertise but also empathy, adaptability, and a client-centered vision.
In this e-book, we delve into the wisdom of 16 past winners of the Financial Planner of the Year award, as celebrated by the Financial Planning Institute of Southern Africa. These leaders represent the pinnacle of the profession, and their experiences offer a rich tapestry of insights into navigating the challenges and seizing the opportunities that define today’s financial advice landscape.
At its heart, this e-book is a tribute to the profession’s commitment to guiding clients through life’s uncertainties and aspirations. It serves as both a resource and an inspiration for financial advisors seeking to elevate their practices while making a meaningful difference in their clients’ lives.
👉 Download it here: https://buff.ly/3OHXCg0
Africa COVERed - Cerisse Goliath SNIPPETS.mp4
Cerisse Goliath, head of business development for Binder Brokers at Hollard, Cape Town, shares her motivations, experiences, and key takeaways from participating in the Africa COVERed 2024 trip.
Cerisse highlights her research on SMMEs market penetration in Africa, the enriching personal and professional experiences gained, and the hospitality of the Rwandan and Kenyan people. Cerise observes differences in insurance markets, including mandatory third-party insurance in Kenya and Rwanda. She emphasises the potential for mutual learning and collaboration in the insurance sector and the importance of education in those markets.
📺 Watch more here: https://buff.ly/4h294jg
🔗 Find out more: https://buff.ly/3LzQJLN
👉Want to sponsor or attend? Email brent@cover or tony@cover to find out more
Africa COVERed - Khalil Sungay SNIPPETS.mp4
Khalil Sungay, an independent Financial Planner and Director of IWA, shares his experiences and key takeaways from attending the 2024 Africa COVERed trip.
He highlights his curiosity and expectations about the event, acknowledging how differently things are done in Africa and the opportunities in mature markets like Rwanda and Kenya compared to South Africa. Sungay notes the hospitality received, the cultural differences, and the potential for growth, especially in distribution and technology utilisation. He concludes by emphasising the importance of corporate involvement in African markets for future opportunities.
📺 Watch more here: https://buff.ly/4h294jg
🔗 Find out more: https://buff.ly/3LzQJLN
👉Want to sponsor or attend? Email brent@cover or tony@cover to find out more
Africa COVERed - Robyn Carter SNIPPETS.mp4
Robyn Carter, the regional manager for Lombard broker partners and president of the Insurance Institute of the Western Cape, discusses her experiences and takeaways from the 2024 Africa COVERed Trip to Kenya and Rwanda.
Robyn highlights how the trip exceeded her expectations, the differences she observed in the insurance markets compared to South Africa, the warm reception from local professionals and the collaborative spirit in the regions. She also notes the educational initiatives elevating local talent and emphasizes the significant opportunities present in the Kenyan and Rwandan markets.
📺 Watch more here: https://buff.ly/424Z6ZK
🔗 Find out more: https://buff.ly/3LzQJLN
👉Want to sponsor or attend? Email brent@cover or tony@cover to find out more
Advice E-book video.mp4
The financial advice profession stands at the nexus of transformation, innovation, and enduring purpose. As the world grows increasingly complex, so too do the financial needs of individuals, families, and businesses. This evolution demands a new breed of financial advisor—one who embodies not only technical expertise but also empathy, adaptability, and a client-centered vision.
In this e-book, we delve into the wisdom of 16 past winners of the Financial Planner of the Year award, as celebrated by the Financial Planning Institute of Southern Africa. These leaders represent the pinnacle of the profession, and their experiences offer a rich tapestry of insights into navigating the challenges and seizing the opportunities that define today’s financial advice landscape.
At its heart, this e-book is a tribute to the profession’s commitment to guiding clients through life’s uncertainties and aspirations. It serves as both a resource and an inspiration for financial advisors seeking to elevate their practices while making a meaningful difference in their clients’ lives.
We invite you to explore these reflections, gain valuable perspectives, and embrace the possibilities that lie ahead for the financial advice profession.
Let this e-book be a testament to the value of advice—an enduring partnership in shaping brighter financial futures.
👉 Download the E-Book here: https://buff.ly/3OHXCg0
👉 Watch here: https://buff.ly/3DGisdu
Africa COVERed - Hassan Adam SNIPPETS.mp4
Hassan Adam, a financial adviser, discusses his motivations and experiences during the 2024 Africa COVERed trip. He highlights the importance of firsthand experience over reading about markets, noting the kindness and opportunity in regions like Rwanda and Kenya compared to South Africa.
Hassan addresses key differences in insurance markets, such as annual premiums versus monthly premiums and the significance of digital initiatives. He remarks on the warm reception and the standout aspects of safety and cleanliness in Kigali, Rwanda. Studying market regulations, he appreciates the focus on self-regulation in Kenya.
📺 Watch more here: https://buff.ly/40qbxOr
🔗 Find out more: https://buff.ly/3LzQJLN
👉Want to sponsor or attend? Email brent@cover or tony@cover to find out more
Africa COVERed - Dale Abrahams SNIPPETS.mp4
Dale Abrahams, Marketer at Mirabilis Engineering Underwriting Specialists, shares his experiences and insights from the 2024 AfricaCOVERed trip. Dale focuses on the differences in insurance practices between South Africa, Kenya, and Rwanda. Dale appreciated the exposure to different business methodologies, the adventure aspect of the trip, and the warm hospitality of the local people. He noted key differences like the absence of riot cover in Kenya and Rwanda and the mandatory third-party insurance. He encourages participation in future trips and is contributing to a white paper about the business landscape observed during the journey.
📺 Watch more here: https://buff.ly/3Pu6BC3
🔗 Find out more: https://buff.ly/3LzQJLN
👉Want to sponsor or attend? Email brent@cover or tony@cover to find out more
Happy Holidays from COVER.mp4
🎄✨ Merry Christmas from COVER! 🎁❄️
As the holiday spirit fills the air, we want to thank YOU—our amazing readers and clients—for your support and trust throughout the year. ❤️
Wishing you joy, love, and cherished moments with your loved ones this festive season. 🎅🎉
Closed for the holidays from COVER.mp4
🎄✨ Holiday Break Alert! ❄️
COVER will be taking a short holiday break to recharge and enjoy the festive season, but don’t worry—we’ll be back soon with even more to share! 🎁
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from COVER Publications, Publisher, 25 harbour heights Drive simon towns, Simon's Town.
