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Make managing your Brokerage a ‘walk in the park’

About a month ago, I tried to persuade you not to sell your Brokerage, on the basis you might be missing an opportunity to build a world-class business. Allow me to explain. A successful business is process driven. This is not an FSCA requirement, but the fact is that...

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IF YOU OWN A BROKERAGE, DON’T SELL IT!

In recent years, business owners have woken up to the value of monthly income, rather than a one-off lump sum payment from a business sale. Even Microsoft are working hard to change their business model. In the US, the value of these type of businesses is huge, in...

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Turn Your Brokerage into a High Performing One!

Turn Your Brokerage into a High Performing One! The biggest complaint we hear from small to medium-sized brokerages is that processes are slow. “If only we could do the work faster, we can serve more clients and enlarge our portfolio.”, they say. They then decide to...

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How to Increase Your Productivity

How to Increase Your Productivity Productivity is more than just a measure of how well resources are used to produce a certain output. It is about working smarter and not harder. It is about using the best possible tools to improve your efficiency. Here’s what happens...

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Lighten the Workload in Your Office with fspHUB!

Lighten the Workload in Your Office with fspHUB! Efficiency - The ratio of the useful work performed by a machine or in a process to the total energy expended or heat taken in. We all speak of the word efficiency, but how many fsp’s have really stepped back and...

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Power Up Your Brokerage in 6 Ways!

Power Up Your Brokerage in 6 Ways!   Every fsp wishes they could be ahead of their competition, but not many know of the tools they can use to do this. Here’s how you can power up your brokerage in 6 ways! Managing your email! Most financial experts have a mailbox...

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A Simple Way to Give Yourself the Gift of Time

A Simple Way to Give Yourself the Gift of Time Working for or managing an FSP can be time-consuming. From the daily client meetings to the admin side of things, you may feel like you have very little time to allocate to developing growth strategies. If that’s your...

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How to Create a Paperless Office

How to Create a Paperless Office Do you dream of having a paperless office? One that is efficient and environmentally friendly? Here are a few benefits of going paperless: Document organisation becomes a breeze. The ability to quickly locate and circulate information...

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Innovation is the Key for FSP’s

Innovation is the Key for FSP’s You may have noticed that many of your clients are millennials. Perhaps they are children of former clients who have passed on or they are recent graduates who want to invest their money. What do millennials want? Millennials are...

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How to Power Up Your Productivity

How to Power Up Your Productivity There’s something to be said for all FSP’s, even the established ones - Productivity is a challenge. With representatives responsible for their own work, it may be difficult to track the inefficiencies. Not only that, traditional ways...

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How FSPhub Solves Financial Advisor Compliance Woes

The use of FSPhub, makes compliance almost a non-event – if you are going to put processes in place they may as well be compliant. It is almost inconceivable that the FAIS law can be complied with in all respects without the use of a system like FSPhub.

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Let’s start a good old conversation about your needs.

Suite 101,  Tijgerpark II, First Floor,
Willie van Schoor Dr, Bellville

+27 21 914 2169

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