Jacques Coetzer, General Manager of Sanlam Broker Distribution.
Technology is changing the playing fields in business – and in the financial planning environment in particular, can allow intermediaries to enhance their business operations and their client engagement. On the other hand, the human element is similarly important – for insight, holistic thinking and a trusted relationship. Optimally combining the two, in a well-considered and complementary way, can mean greater efficiency, greater productivity and more satisfied clients. But the key is to get it right. This is according to Jacques Coetzer, General Manager of Sanlam Broker Distribution. (more…)
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