The Financial Coach

MANAGING PEOPLE AND THEIR EMOTIONS AROUND MONEY

Dear Old Mutual, Liberty, Sanlam, Momentum, Discovery, PPS et al (insert name of insurance company)

Dear Old Mutual, Liberty, Sanlam, Momentum, Discovery, PPS et al (insert name of company) RE:EVERY SINGLE PART OF MY BEING HAS TO FIGHT THE URGE TO TAKE BUSINESS AWAY FROM YOUR COMPANY. There is a peculiar thing in this industry that if you are not the advisor on record because you don’t have a contract …