February 2023 Edition

Financial advice providers are now regarded as professionals held to high ethical and expertise standards, protecting consumers and ensuring quality advice. Brokers are taking advantage of risk management services and tech opportunities, as revealed in our recent survey. Check out this month's advice feature for insights on the shifting role of financial advice professionals.
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What’s Inside

Culture with the King

Marketing or branding is the external expression and culture is your internal beliefs. Your internal beliefs must eventually filter through to your external expression.

Lessons from a multi-national

We are talking leadership with the famous duo, Andre Symes and Craig Olivier, co-CEO’s at Genasys Technologies.

Long Live Advice

There is a change happening in the insurance, life risk and wealth management space when it comes to intermediaries that have made advice their calling.

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