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Module 1: Workshop 3: Building a sustainable and scalable holistic advice business that you can sell
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Learning: Knowledge
The South African IFA market has been increasingly focused on holistic financial advice, with investments as the core product. NMG explores the journey and drive to holistic advice, and discusses past and future challenges for advisers.
Some of the topics covered in this workshop include:
• Independent financial adviser market segmentation
• High-level view of COVID-19s impact on advice businesses
• Regulatory pressures – advisers shifting to fewer but deeper relationships
• Benefits of building a practice around holistic advice
• The importance of having a clearly defined advice and investment process
• The relevance of offshore investing to holistic advice
• A look at various valuation models and succession plans
