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Develop social skills to win business

Develop social skills to win business

Financial planners need to develop social as well as business relationships if they hope to win affluent clients, Oechsli Institute president Matt Oechsli told delegates to Discovery’s Financial Planning Summit on Thursday in Sandton. His institute researches both affluent clients and financial planners and offers coaching for financial planners.

Our core purpose and values guide us in all we do. A clear and profound promise: to make people healthier and enhance and protect their lives.

Discovery is a shared value insurance company whose purpose and ambition are achieved through a pioneering business model that incentivises people to be healthier, and enhances and protects their lives.

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Discovery Group Limited, 1 Discovery Place, Sandton
2196 Johannesburg
South Africa

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