Thought Leadership Hub
The thought leadership hub is a hive of insightful and regularly-updated resources comprising of articles, videos, white papers and research.
5 Tenents of Self-Actualisation Every Wealth Manager Should Consider
A lesson in self-actualisation may seem like a very high-level topic for wealth managers keen for practical ideas on how to build their business, but at our last Dinner with INN8, Stef du Plessis brought it together.
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A Millennial’s Guide To Gaining Financial Freedom
Developing healthy money habits can help protect anyone against uncertainty, especially in a time of economic unpredictability. But if you’re not sure where to begin, this simple step-by-step guide can help any South African millennial start the journey to financial freedom.
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At A Wealth Manager’s Firm, First Impressions Count
You might have your firm’s operations down to a T, but how are your business’ values and brand communicated through the style of your offices? Georgina Smith offers some advice.
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Stop, Collaborate And Listen
At INN8, collaboration is very important. In fact, it’s one of our service promises, the underlying essence of how we are “adviser inspired”. Collaboration is innate to who we are.
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What Makes A Wealth Manager’s Front of House Awesome
Without exception, Georgina Smith’s visits to wealth manager firms start off with a warm engagement from front of house staff. However, as standards rise, she offers a few more tips to keep on improving.
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8 Lessons Learned From An Evening Of Tastebud Disruption
We invited our valued advisers to engage in a real conversation with James Wilson, founder and CEO of the Amdec Group whose property portfolio places the business among the country’s largest private property owners. Here’s what we learnt.
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5 Habits of INN8’s CEO, Mickey Gambale
To become successful, you must first think successfully – a simple notion demonstrated by five simple, yet powerful thought habits practised daily by INN8’s CEO, Mickey Gamble.
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The Science Of Being Okay
I recently met a friend of mine for coffee. Friends since our early twenties, I’ll be honest when I say we have both had our fair share of dealings with a quarter-life crisis or two. For the most part, our chats usually evolve into some philosophical discussion about...
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Make Me Feel Special: How Using The Right Tools Can Enhance Your Financial Advice Practice
How do you, as a financial adviser, show your clients that you care? Georgina Smith sheds light on some of the more simpler practices you can adopt to make your clients feel unique, cared for and understood.
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PRACTICE DEVELOPMENT HUB
INN8 ultimately exists to help you, the adviser, provide holistic advice to your clients and achieve their investment goals, ultimately growing your business. How do you continually improve your practice, attract talent, reduce client churn, generate leads and grow your book?
Members of this forum meet to learn more about nurturing their ‘tribe’ of clients, changing the conversation, developing deep relationships, and embarking on a process of continuous practice and personal improvement.
PLATFORM DEVELOPMENT HUB
We live by the mantra “Purpose Built. Adviser Inspired.”, but to build a truly fit-for-purpose platform we need input from its most important users – you, the adviser.
Members of this forum meet with our world-class proposition team who endeavour to develop a deep understanding of the work to be done and problems to be solved in your practice using our platform. Through these real, first-hand insights we can incrementally and accurately prioritise, develop and release improved functionality of our platform proposition.
Development Hubs
PRACTICE DEVELOPMENT HUB
INN8 ultimately exists to help you, the adviser, provide holistic advice to your clients and achieve their investment goals, ultimately growing your business. How do you continually improve your practice, attract talent, reduce client churn, generate leads and grow your book?
Members of this forum meet to learn more about nurturing their ‘tribe’ of clients, changing the conversation, developing deep relationships, and embarking on a process of continuous practice and personal improvement.
PLATFORM DEVELOPMENT HUB
We live by the mantra “Purpose Built. Adviser Inspired.”, but to build a truly fit-for-purpose platform we need input from its most important users – you, the adviser.
Members of this forum meet with our world-class proposition team who endeavour to develop a deep understanding of the work to be done and problems to be solved in your practice using our platform. Through these real, first-hand insights we can incrementally and accurately prioritise, develop and release improved functionality of our platform proposition.