THE BUSINESS THE PEOPLE - insidesanlam.digitalmag.co.za€¦ · For Sanlam Head: Group...
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For Sanlam Head: Group Communication Ainsley Moos Senior manager: Communication, Sanlam Segment Solutions Esann de Kock Communications manager: Sanlam Investments Thaniah Toefy Content manager Trudie Myburgh Address Sanlam Head Office, 2 Strand Road, Bellville, South Africa For New Media Publishing Editorial contributors Janine Oelofse, Ami Kapilevich, Vanessa Rogers, Pieter Vermaak, Sybrandus Adema, Elmi Gous, Marie Opperman, Cathy Dippnall, Loraine West, Linda Uys Art direction and design Christopher Evans, Nita Nagar, Carlyle Meder Account director Melissa Cumming Content director Adelle Horler Business development director Andrew Nunneley Printer CTP Web Published for Sanlam by New Media Publishing Address New Media House, 19 Bree Street, Cape Town Telephone 021 417 1111 Cover illustration Getty Images PERSONAL FINANCE TOOLS OF LS TO TOOLS OF THE TR HE TR T R THE TRADE SanFin tr t n n t nF Sa SanFin training unveiled e e d u n n unveiled Sell to a a to e to Se ell Sell to a niche mar m e m ar i ic niche market SFA puts u s pu FA SFA puts clients first firs t t en nts lie t cl clients first CRITICAL RETIREMENT PLANNING MATTERS TO DISCUSS WITH YOUR CLIENTS KOMKAMP Istanbul & Amsterdam photos TWO ADELAARS // CLUB IZIKHULU QUALIFIERS // KOMKAMP CONVENTION FRONTRUNNERS How are WE faring? What role do YOU play? PERSONAL FINANCE WINA WOOLWORTHS GIFT VOUCHER on p.3 TREATING CUSTOMERS FAIRLY GET THE BIGGER PICTURE THE BUSINESS 2 In the news We introduce you to new management members and bring you the latest on Glacier, the BlueStar conference, the Innovator Programme and important Distribution news. 4 SanFin How the training will be tailored to fit your needs 6 TCF A recent survey shows staff awareness of TCF is high 8 Benchmark Survey Latest survey gives key insight into critical retirement needs 10 Sanlam Sky Solutions See how you can enjoy the best of both worlds 11 SFA charter Putting clients first 14 BlueStar How to make a niche market work for you THE PEOPLE 7 Case study Award-winning financial planner Hannes Scheepers discusses his methods for success 12 Q&A Corrie Pieterse has ‘Mastered’ the art of communication between advisers and clients 16 Komkamp Top performers in SFA and Broker Distribution share their Istanbul and Amsterdam photos 20 Takalani Sesame See how Takalani Sesame is helping Sanlam expand its marketing footprint 22 Woordfees Sanlam’s sponsorship of this annual event has positively reinforced the brand for its target audience 23 My story Sindisa Dunga takes Sanlam’s values to his vocational advice foundation 24 Adelaars Chris Groenewald and Dorothy Davies prove dreams can come true 26 Results The latest Adelaars, Eagles and Komkamp Convention frontrunners 30 The month in pictures See who have been out and about this month CONTENTS IMAGE JÉAN DU PLESSIS How does Takalani enhance Sanlam’s business? SEE PAGE 20 InsideSanlam Personal Finance is the monthly magazine for SPF. Do you have news or any comments? We welcome your input – send your emails to [email protected]
Transcript of THE BUSINESS THE PEOPLE - insidesanlam.digitalmag.co.za€¦ · For Sanlam Head: Group...
For SanlamHead: Group Communication Ainsley MoosSenior manager: Communication, Sanlam Segment Solutions Esann de KockCommunications manager: Sanlam Investments Thaniah ToefyContent manager Trudie MyburghAddress Sanlam Head Office, 2 Strand Road, Bellville, South Africa
For New Media PublishingEditorial contributors Janine Oelofse, Ami Kapilevich, Vanessa Rogers, Pieter Vermaak, Sybrandus Adema, Elmi Gous, Marie Opperman, Cathy Dippnall, Loraine West, Linda Uys Art direction and design Christopher Evans, Nita Nagar, Carlyle MederAccount director Melissa CummingContent director Adelle Horler
Business development director Andrew NunneleyPrinter CTP WebPublished for Sanlam by New Media Publishing Address New Media House, 19 Bree Street, Cape TownTelephone 021 417 1111
Cover illustrationGetty Images
PERSONALFINANCE
July 2013
English
FINANCEFINANCEFINANCETOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF THE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADESanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training unveiledunveiledunveiledunveiledunveiledunveiledunveiledunveiledunveiledunveiledSanFin training unveiledSanFin training SanFin training unveiledSanFin training SanFin training unveiledSanFin training SanFin training unveiledSanFin training SanFin training unveiledSanFin training
Sell to a Sell to a Sell to a Sell to a Sell to a Sell to a Sell to a Sell to a Sell to a niche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketniche marketSFA putsSFA putsSFA putsSFA putsSFA putsSFA putsSFA putsclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstclients fi rstSFA putsclients fi rstSFA putsSFA putsclients fi rstSFA putsSFA putsclients fi rstSFA putsSFA putsclients fi rstSFA puts
CRITICAL RETIREMENT PLANNING MATTERS TO DISCUSS WITH YOUR CLIENTS
KOMKAMP Istanbul &
Amsterdam photos
TWO ADELAARS // CLUB IZIKHULU QUALIFIERS // KOMKAMP CONVENTION FRONTRUNNERS
How are WE faring? What role do YOU play?
PERSONALFINANCE
July 2013
English
WIN A WOOLWORTHSGIFT VOUCHER
on p.3
TREATING CUSTOMERS FAIRLY
GET THE BIGGER
PICTURE
OFC_ENG.indd 1 2013/07/03 9:00 AM
THE BUSINESS 2 In the news We introduce you to new management members and bring you the latest on Glacier, the BlueStar conference, the Innovator Programme and important Distribution news.
4 SanFin How the training will be tailored to fit your needs
6 TCF A recent survey shows staff awareness of TCF is high
8 Benchmark Survey Latest survey gives key insight into critical retirement needs
10 Sanlam Sky Solutions See how you can enjoy the best of both worlds
11 SFA charter Putting clients first
14 BlueStar How to make a niche market work for you
THE PEOPLE 7 Case study Award-winning financial planner Hannes Scheepers discusses
his methods for success
12 Q&A Corrie Pieterse has ‘Mastered’ the art of communication
between advisers and clients
16 Komkamp Top performers in SFA and Broker Distribution share their
Istanbul and Amsterdam photos
20 Takalani Sesame See how Takalani Sesame is helping Sanlam expand its
marketing footprint
22 Woordfees Sanlam’s sponsorship of this annual event has positively
reinforced the brand for its target audience
23 My story Sindisa Dunga takes Sanlam’s values to his vocational advice
foundation
24 Adelaars Chris Groenewald and Dorothy Davies prove dreams can
come true
26 Results The latest Adelaars, Eagles and Komkamp Convention frontrunners
30 The month in pictures See who have been out and about this month
CONTENTSIM
AG
E J
ÉA
N D
U P
LE
SS
IS
How does Takalani enhance Sanlam’s business? SEE PAGE 20
InsideSanlam Personal Finance is the monthly magazine for SPF. Do you have news or any
comments? We welcome your input – send your emails to [email protected]
