Learning from elite advisors
The financial planning business is not about sales, but about trust, said Barry O’Mahoney on Thursday, founder of Veritas Wealth and current Financial Planner of the Year.
Topics: Economy, Finance
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Develop social skills to win business
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.
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An efficient South Africa is capable of five percent per annum growth - Goldman Sachs
Colin Coleman, Head of Goldman Sachs’ Investment Banking Division for Sub-Saharan Africa speaking at the Discovery Financial Planning Summit,
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Maintaining a personal brand can set financial advisors apart in their industry
Maintaining your personal brand can set you apart in your industry and gain credibility and trust, according to financial advisor WJ Rossi, a partner and brand architect at Koss Olinger, a financial planning and wealth management services firm. Rossi was speaking at the Discovery Financial Planning Summit on Thursday 15 May 2014
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Improved customer service and fair advisor remuneration will be key features of new financial services landscape – Financial Services Board
Speaking at the Discovery Financial Planning Summit Jonathan Dixon, Deputy Executive Officer of the Financial Services Board’s Insurance Division remarked: “We are seeing rapid change in regulation, driven by international developments and lessons learned from the global financial crisis.”
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Succession planning is crucial for success
Businesses and financial advisors should both plan with the end in mind, said Tom Deans, president of Détente Financial Corporation in Canada. Deans was speaking at the Discovery Financial Planning Summit in Sandton on Thursday 15 May 2014.
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Adrian Gore's remarks at the Discovery Financial Planning Summit
Discovery CEO Adrian Gore opens the first Discovery Financial Planning Summit - “Without great financial planning, without great financial planners and without brilliant financial advice, people will fail in their financial affairs in in their financial affairs in retirement” .
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Colin Coleman to join speaker line-up at the Discovery Financial Planning Summit
Discovery will host its first Financial Planning Summit on 15 May at the Sandton Convention Centre. The Discovery Financial Planning Summit follows on the highly successful 2014 Discovery Leadership Summit, held earlier this year. T
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Discovery Health launches the Discovery Excellence Awards for Nurses
Today, Discovery Health launched the inaugural Discovery Excellence Awards for Nurses, which will see more than 40 nurses being recognised during the first round of quarterly awards.
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Saray Khumalo’s Mount Everest climbing expedition cancelled
Following talks between the Nepalese Minister of Tourism and various mountaineering bodies, this year’s Mount Everest expedition has been officially cancelled. Saray Khumalo and Sibusiso Vilane will be returning home after setting off on a journey to climb Mount Everest in an attempt to raise money for The Lunchbox Fund and the Nelson Mandela Bangle Foundation.
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Discovery Health Medical Scheme’s claims paying ability given top rating for thirteenth consecutive year
Just over 1.19 million principal members entrusted their families’ healthcare funding needs to the Scheme during the 2013 financial year. That translates to more than 2.5million lives covered by the largest open medical scheme in South Africa.
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Saray Khumalo and Sibusiso Vilane safe following avalanche
Discovery Vitality’s Divisional Manager, Saray Khumalo, and renowned South African mountaineer, Sibusiso Vilane are both safe following last Friday’s avalanche which occurred off the West Shoulder of Mount Everest.
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Saray Khumalo reaches base camp before starting her ascent to the top of Mount Everest
Saray Khumalo, Discovery Vitality Divisional Manager, reached the Everest Base Camp in Khumbu, Nepal on Tuesday, 17 April. She will now start, from Saturday, 19 April her challenging 5 364m ascent up from base camp to the summit of Mount Everest with her climbing partner, Sibusiso Vilane, who is South Africa’s “chief mountaineer.”
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Discovery Insure positioned for continued, exceptional growth
Discovery Insure reached a milestone of 50 000 active policies since its inception in 2011. This milestone, says Discovery Insure CEO Anton Ossip, “is a remarkable achievement that comes before Discovery Insure marks three years of operation..."
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World's Top Ranked Triathletes To Race Inaugural Discovery World Triathlon Cape Town
The International Triathlon Union (ITU) in November announced an addition to the 2014 World Triathlon Series calendar. For the first time ever, a World Triathlon Series event will be held on the continent of Africa with a race slated to be held at the V&A Waterfront in Cape Town, South Africa on April 26-27, 2014.
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Global thought leaders to speak at the first Discovery Financial Planning Summit
Discovery today announced the line-up of thought leaders in the financial planning industry who will be speaking at the first Discovery Financial Planning Summit, to be hosted on 15 May at the Sandton Convention Centre, Johannesburg. The event aims to bring together some of the world’s experts in financial planning to share their insights and best practices.
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Medical Miracles ~ One step at a time
Brigitte Zoghby (53) always considered herself fit and healthy. “I’ve always been active, I played sport and competed in sporting events my whole life,” she says.
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Become a life-changer
4 300 South Africans wake up every morning, knowing that today could be their last. They are waiting for a life-saving organ donation. Less than 600 of them will receive the gift of a prolonged life. About 1 000 people await kidney transplants each year, but over the past three years only a quarter of these all-important operations have been performed per year.
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Discovery and AIA Group joint venture launches in Australia
The joint venture, known as "AIA Vitality", was officially launched in Australia today. This launch to the wider Australian market follows a successful pilot phase where a limited number of financial advisers had the opportunity to trial the AIA Vitality programme. AIA Vitality was first launched in Singapore in 2013.
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Leading SA economists respond to Dr Ben S. Bernanke’s address at the 2014 Discovery Leadership Summit
In one of his first formal public addresses since his recent retirement as Chairman of the US Federal Reserve, Dr Ben S. Bernanke addressed delegates as the keynote speaker at the 2014 Discovery Leadership Summit. In a one-on-one Q&A session, Discovery CEO Adrian Gore posed a series of questions, including questions submitted by renowned South African economists.
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