Articles
Become a Carrick partner and grow your business
If you’re looking to increase your revenue and grow your business, one thing you should consider is to become a Carrick partner. Launched in 2020, the Carrick Partners division...
Don’t skip your advisory business succession plan
Haven't quite managed to set up your advisory business succession plan? If so, you're not alone. While most wealth managers encourage their clients to engage in succession...
How to become a better financial adviser
Constantly looking how to become a better financial adviser and improve your offering? You’re in the right place. "Carrick Partners is committed to guiding existing advisers and...
Future-proof your financial advisory business
The recent pandemic has thrown many people into the deep end, and it has become essential to future-proof your financial advisory business. Things are changing rapidly and...
Carrick Prime: Our enterprise management software solution
By becoming a Carrick Partner, you will also receive exclusive access to Carrick Prime. This all-in-one management system has been custom designed for independent advisors,...
Supporting your clients during a crisis
With South Africa moving to adjusted level four on June 28th, it's time to refocus on supporting your clients. With some industries slowing and others coming to a grinding halt,...
Strategies for finding financial management leads
Finding financial management leads is never always an easy feat. Being as hyper-connected as we are, one would think it would be, but there's a lot of noise to cut through. On...
Independent financial advisor? Always remember these two things
As an independent financial advisor, it's essential to fully understand a client's current situation, goals and challenges to create an effective financial plan for them. If...
How to build success in the long term
Advice for younger advisors: Here’s how to build success in the long term As a 20, 30 and even early 40-something in wealth management, Youth Day is the perfect reminder to start...
Elevate your independent advisor business
As we enter June and officially hit the six-month mark of 2021, the feeling amongst our Carrick Partners Team is as though we've crossed an invisible line in the sand, moving us...
Paper vs Digital – The Great Data Debate
When it comes to capturing your business data, which is your go-to method? Do you prefer the tangible element of paper documents and physical files, or is the ease and...
Carrick Wealth: The Best Adviser Firm in South Africa
South African wealth management and investment firm Carrick Wealth has just been announced as the winner in the prestigious International Adviser Best Practice Adviser Awards...