(The article is republished with permission from John P. Kotter and his firm, Kotter International. It was originally published on the firm’s website: www.kotterinternational.com)Coming together is a beginning; keeping together is progress; working together is success. Henry Ford What is the difference between management & leadership? · Management Makes systems of people and technology work …. »
Practice Management Articles
Management versus Leadership
by John P. Kotter
Published: October 1st, 2011 in Cover
Posted in Companies, Practice Management
Technology in the financial services sales environment.
by Glyn Griffiths
Published: September 8th, 2011
Why replace when you can adapt? Although the length of the average working day has not changed in terms of actual hours, the expectation in today’s “instant society” is that the output needs to be much greater than the input. It is this expectation that creates the fear of being left behind and drives us …. »
Posted in Information Technology, Practice Management
Boost relationships with social media marketing
by Dr. Estelle van Tonder
Published: May 1st, 2011
Social media marketing is ideal for small business owners not able to carry out conventional marketing activities because of limited resources. It is defined as the ‘use of social networks or online collaborative media for marketing, communications, sales, public relations and customer service’. In South Africa, social networking sites such as Facebook, Twitter and MXit …. »
Posted in Financial Planning, Practice Management
Industry Outlook
by COVER
Published: January 1st, 2011 in Cover
Forming partnerships has been key to Hollard’s sustained growth over 30 years Dale Sutton-Pryce, Divisional Director of Hollard Insurance Partners (HIP) responsible for new partnership business development and Afroglobal initiatives For three decades, forming partnerships with exceptionally innovative specialists has been fundamental to Hollard’s sustained growth and our diversity across almost all categories, owning both …. »
Posted in General, Practice Management
Amendments to the General Code of Conduct – Conflict of Interests
by JENNY GORDON
Published: November 1st, 2010 in The Financial Planner
Part 2 Interests This is the second instalment of Jenny’s article on Conflict of Interest (COI). In the first part, she provided a summary of the COI Amendments, and looked at the definition and the Duty to Avoid. She also gave an overview of a Conflict of Interest Management Policy. In this instalment, she explores …. »
Posted in Practice Management
Fees vs Commission
by Ronald King
Published: August 1st, 2009 in The Financial Planner
Quite a number of articles have been written about the controversial issue of fees versus commission, but many of them have failed because of their inability to define fees or commission properly and the reason for the discussion in the first place. The Reason The reason for the discussion is the fear that unscrupulous financial …. »
Posted in Practice Management
Five Steps to making compliance management your competitive advantage
by Scott Field
Published: May 1st, 2009 in The Financial Planner
The focus on compliance management was triggered with the collapse of companies such as ENRON, Worldcom and Adelphia in the United States almost a decade ago. A public outcry prompted legislative bodies to take steps to protect the public’s money and this resulted in the minefield of acts and regulations Compliance Officers (COs) in the …. »
Posted in Practice Management
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