Johann Maree

Financial planning

Refining client engagement through fintech

The use of financial technology is imperative for advisers to have a client-centric focus during meetings and create an engine for business growth, according to Astute Wh...

Expert Analysis

Do annual goals-based reviews need a facelift?

In order to provide an efficient and valuable progress meeting for clients, Johann Maree finds the best way to ensure they are working towards their goals....

Expert Analysis

The goal of goals-based advice

Setting a goal with clients is a good step in the financial advice process, writes Johann Maree, but there are ways that these goals can be SMARTER....