Blue Chip Issue 89

CONTENTS ISSUE

CONTENTS ISSUE 89 NOV/DEC/JAN 2024 50 ROUND TABLE SERIES Offshore investing: where, how and how much? 53 SO YOU HAVE BEEN THERE, DONE THAT Trevor Glassock, Head of Sales, Dr Roddy Carter, thought he did 54 SYSTEMATIC INVESTING The future of investing and the integration of quantitative and qualitative, by Prescient Investment Management 55 INTELLIGENCE: OF THE EMOTIONAL AND THE ARTIFICIAL How emotional intelligence gives us the edge that allows us to co-exist with AI, by the School of Financial Planning Law 56 EFFORTLESS MEETING MINUTES USING AI Blue Chip speaks to Zeldeen Muller, CEO of inSite Connect and creator of AgendaWorx 58 WHAT DOES THE FUTURE OF FINANCIAL ADVICE LOOK LIKE? By Rob Macdonald, Head of Strategic Advisory Services, Fundhouse 62 TECHNOLOGY INNOVATION Anton Swanepoel, Founder, Trusted Advisor, tells us that technology changes everything in the onerous regulatory environment 64 ELEVATING CLIENT SERVICE IN WEALTH ADVISORY The Seeds Analytics solution 66 TECHNOLOGY AND THE CUSTOMER EXPERIENCE Francios du Toit, CFP®, Founder of PROpulsion, explains how to use technology to improve the customer experience 68 UNVEILING THE MAGIC OF SOCIAL MEDIA FOR FINANCIAL ADVISORS Why struggles exist and how to conquer them by Tim Slatter, Director, Slatter Communications 70 ANNUITIES: CHOOSE WISELY By Jeannie de Villiers-Strijdom, CFP®, Senior Lecturer and Postdoctoral Fellow, Department of Business Management, Faculty Economic and Management Sciences, Stellenbosch University 74 THE FUTURE OF RETIREMENT PLANNING Two-pot system insights by Matthew Marrian, Chief Operating Officer, InvestSense 76 ACCOUNTANTS CAN HELP SMALL BUSINESSES Karl Smith, Senior Education, Training and Member Support Manager, SAIPA, writes about four strategic steps to help SMEs get back on track 78 THE ART OF ESTATE PLANNING The role of a multi-family office in preserving wealth and protecting family legacies, by Private Client Holdings 80 HOW TO SUPPORT YOUR AGEING PARENTS FINANCIALLY By Stian De Witt, CFP®, Executive Head of Financial Planning at NMG Benefits 81 LIMITING MEDICAL AID INCREASES ISN’T THE ANSWER By Gary Feldman, Executive Head of Healthcare Consulting, NMG Benefits 82 DISRUPTION, REINVENTION AND INCLUSIVE LEADERSHIP Judith Haupt, Managing Director, CONTRACT South Africa, informs us how to use the opportunities of disruption and inclusive leadership to create a better world 84 THE EVOLUTION OF ADVICE From managing people to managing advice, by Guy Holwill, Chief Executive, Fairbairn Consult 86 20 YEARS OF BUILDING A FINANCIAL PLANNING BUSINESS Kim Potgieter of Chartered Wealth Solutions shares 10 key learnings 4 www.bluechipdigital.co.za

Good things came to those who didn’t wait. We’ve spent the last 30 years dedicated to one thing and one thing only: turning long-term savings into real wealth. Take those who had invested R100 000 in our very first balanced strategy, Global Houseview, in Oct 1993 for example. They would have seen their investment grow to R6 437 540 by the end of September 2023. Not only did we grow their hard-earned money into real long-term wealth, but we earned their trust along the way. What are you waiting for? Invest today. Good things come to those who don’t wait to invest. Coronation is an authorised financial services provider. Past performance is not an indication of future performance. Returns for the strategy is quoted gross of fees.