Thought Leadership Hub
The thought leadership hub is a hive of insightful and regularly-updated resources comprising of articles, videos, white papers and research.
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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Digital Tools To Grow Your Financial Advice Business | Part 6: Creative
Ever think your idea is the greatest, but you’re not too sure how to make it become a reality? In the sixth instalment of INN8’s Digital Tools series, we take a look at tools and apps that will help unleash your creativity.
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How Do You Eat An Elephant? One Zuptoid At A Time…
It was a Thursday afternoon when a group of Durban-based wealth managers joined INN8 for a discussion on land expropriation without compensation. Here’s what we learnt.
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Using Tech To Solve Real-World Problems In Unique Ways
If you are an adviser looking to future-proof your business and delight your clients using “ready to hand” technology, then you have come to the right place.
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I’m In For A Free Lunch – Are You?
Louise Usher, Head of Business Development at INN8, explains how diversification is the eat-as-much-as-you-can buffet of investing.
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6 Steps For Building A Business That Delivers Great CX
CX is a lot more defined than client centricity. It allows a business to focus and mobilise teams better, which is why INN8 has chosen CX over client-centricity. Here’s how you can too.
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If Client Centricity Is Your Problem, Take To Customer Experience And Call Me In The Morning
In a business where client centricity is often a buzzword, how many times have you heard staff and management loosely use the term to suit their own needs and agendas?
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Wealth Managers And The Ever-Changing World Of Technology
No one is forced to adopt change, but sometimes introducing a piece of technology into your business can make day-to-day operations a breeze. Xavier Zealand, one of our Cape Town-based business development managers, spoke to two wealth managers about tech in the wealth management sector.
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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.