The Unseen Leaks: Time Lost Equals Profits Missed
These time-consuming habits are silently eating into your profits and stunting your business growth in your financial advisory firm.
Arrie Pieterse
Get to Know the Team - Tammy
We are excited to introduce you to Tammy - our Operations Manager Ninja here at Wealthbit.
Get to Know the Team – Simon
Today, we're introducing you to Simon van Dyk, our Chief Technical Officer.
Get to Know the Team – Imtiaz
Welcome to our Get to Know the Team blog series! Each month we are shining the spotlight on one of our own, giving you the opportunity to get to know each member of our Wealthbit family a little bit better. Proudly South African at its core, Wealthbit is growing into
Culture Spotlight: Our fully remote year-end function
Wealthbit Team Year End 2022No one likes boring company year-end; forced to sit there waiting for things to end so that you can be that much closer to your holiday. No thanks. We wanted to do something different this year that reflects our culture and intentionality. We also decided to
A quick guide to great client experience this holiday
Clients stick around when they have a great experience. There is a lot of talk about client experience and how important it is for every business, including financial advice practices. But you might wonder how to deliver on what you know is essential. Here are 5 simple ways to give
Future of financial advice - what every advisor should know
Everything is changing. The way advisors work, the way they give advice, the way they earn revenue, and even what clients want from their advisors.
Have you heard about Wealthbit?
By using Wealthbit, Advisors are able to scale their businesses without breaking a sweat, and individuals have the insight and understanding they need to take control of their financial future.
Using the right technology to combine your sales and advice process
We want clients to get a better outcome by using the best solutions for them, while still making sure advisors can scale and grow their businesses.
Get to Know the Team – Aninda
Welcome to our Get to Know the Team blog series! Each month we will be shining the spotlight on someone, giving you the opportunity to get to know each member of our Wealthbit family a little bit better. Proudly South African at its core, Wealthbit is growing into a truly