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What a basic barista course taught me about building a legendary financial services practice

I always had this yearning to learn more about coffee and specifically how coffee is supposed to be made (the drink, not the bean). I came across the “ Coffee Talks ” sessions offered by the Green Bean Coffee Roastery in Muldersdrift, and it sounded like a great introductory opportunity. And at...

Blog Entry
POPI and Social Media

POPI and social media - Don’t get too personal How times have changed. Social media marketing has evolved from being a bit of fun on the side to an absolute must-have for all businesses that want to remain relevant. Social media isn’t just fun and games, though: it gives you access to...

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Who owns your LinkedIn profile?

We’ve recently presented a few workshops on ‘Social Media and the Law’. For many attendees, one of the hottest topics has been the ownership of personal LinkedIn pages. Have you ever considered that your LinkedIn profile (along with your password and connections) could actually belong to your...

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Mastering the art of financial storytelling

Stories make the world go around. Whether you’re marketing a leading financial brand to a national audience or merely trying to persuade a client that they need more offshore exposure, your task will be a whole lot easier if you can master the art of financial storytelling. Fortunately, it’s not...

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3 ways to get your financial writing to work for you

Whether you're sending out a newsletter, crafting a social media post or putting together an infographic, your content must add value to your clients' lives. This means steering clear of spreadsheets and graphs in favour of clear, concise writing that's packed with relevance to your clients'...

Blog Entry
Compliance and social media

We recently presented seminars on the use of social media in a compliant manner in the financial services industry. Read on for a quick synopsis of the main legal takeaway points and the benefits of social media policies. Freedom of speech is not an absolute right Freedom is one of the...