Developing your advice business

We are committed to ensuring that you receive the support you need to maintain your independence and grow your business. Here we provide insights on how to develop your business and adapt your advice model in a changing world.

Articles in "Developing your advice business"

Aspiring towards service excellence

By on 18 Aug 2022

Viewing time: 1 min

In honour of Assistants’ Day, Mishka Gamiet, business development manager, hosted a webinar with training facilitator, Sumaya Sarlie, and business analyst,...

How to optimise value in your client proposition

By Tyrone Brand on 14 Jun 2021

Reading time: 4 mins

Creating value for your clients over the long term goes beyond recommending financial products and designing financial plans. Your value as a financial advis...

Allan Gray business update

By Carl Lategan on 26 May 2021

Reading time: 1 min

Since the last Allan Gray business and investment updates, we have made some changes to our local and offshore investment platforms.

Principles for succeeding with ethical decision-making

By Nomi Bodlani on 24 May 2021

Reading time: 4 mins

Embedding ethical considerations into decision-making processes means striking the delicate balance between doing what is good for you and your business and...

Lessons for thriving as a next generation adviser

By Tyrone Brand on 19 Mar 2021

Viewing time: 35 mins

A new generation of young independent advisers are entering the industry and they face a unique set of challenges along their journey to establishing...

The importance of ethics for business

By Suzanne Wiid on 26 Feb 2021

Reading time: 7 mins

Given the nature of their work, most financial advisers are acutely aware of their ethical responsibilities when it comes to dealing with clients. However, t...

Part 4: The ins and outs for developing a succession strategy

By Tyrone Brand on 30 Nov 2020

Reading time: 4 mins

In the final part of the series, Tyrone Brand, Allan Gray distribution development specialist, discusses some of the steps to take to start developing an...

Part 3: How to find a suitable successor or buyer

By Tyrone Brand on 24 Nov 2020

Reading time: 6 mins

Finding the right person or entity to succeed you is critical for ensuring that you leave a legacy, while paving the way for a smooth transition for your...

Part 2: How to determine the value of your business

By Tyrone Brand on 16 Nov 2020

Reading time: 7 mins

Getting your business valued is an important step towards planning for succession. Tyrone Brand, Allan Gray distribution development specialist, unpacks the...

Part 1: Understanding your options for succession

By Tyrone Brand on 04 Nov 2020

Reading time: 8 mins

Global and local trends reveal that very few financial advisers have a clear plan as it relates to continuity and retirement from the industry. In the absenc...

How to protect your advice practice from cybercriminals

By Werner Lunow on 29 Jul 2020

Reading time: 4 mins

Cybercriminals are becoming more sophisticated in the methods they deploy to extract data and sensitive information from us. Presenting via Zoom webinar,...

Manage the investor not the investment

By Kevin Feather on 26 Sep 2019

Reading time: 7 mins

In the spirit of World Financial Planning Day on 2 October and Financial Planning Week, which takes place from 7 to 11 October, is it time to review the way...


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