JOHANN MAREE
Financial planning
The use of financial technology is imperative for advisers to have a client-centric focus during meetings and create an engine for business growth, according to Astute Wh...
Expert Analysis
In order to provide an efficient and valuable progress meeting for clients, Johann Maree finds the best way to ensure they are working towards their goals....
Expert Analysis
Setting a goal with clients is a good step in the financial advice process, writes Johann Maree, but there are ways that these goals can be SMARTER....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...