The information on this page is intended for journalists, press and media. Click YES to get to the newsroom. If you click NO you will come back to Mynewsdesk.com.
Financial planners need to develop social as well as business relationships if they hope to win affluent clients, Oechsli Institute president Matt Oechsli told delegates to Discovery’s Financial Planning Summit on Thursday in Sandton. His institute researches both affluent clients and financial planners and offers coaching for financial planners.
When you choose to create a user account and follow a newsroom your personal data will be used by us and the owner of the newsroom, for you to receive news and updates according to your subscription settings.
To learn more about this, please read our Privacy Policy, which applies to our use of your personal data, and our Privacy Policy for Contacts, which applies to the use of your personal data by the owner of the newsroom you follow.
Please note that our Terms of Use apply to all use of our services.
You can withdraw your consent at any time by unsubscribing or deleting your account.
Email sent to __email__. Click the link there to follow Discovery Limited.