Client: Sanlam (Financial Services). Venue: South Africa & Namibia. Previous Events: Conferences & University Lectures over 15 year period.
Client Brief: Motivational sessions at various internal events for Financial Advisors & Brokers, client engagement events, awards evenings and training sessions. Focus on brand building, client engagement, self belief, staff training & recognition, change & building your business.
In later years inlcusion as official representative for Sanlam at Financial Literacy lectures for final year & post graduate students nationally, to position Sanlam as the preferred financial institution for the future professional market. Financial planning for millennials and grasping the importance of future planning needed to be effectively and energetically communicated so that Sanlam becomes the No. 1 choice for future professionals.
Example Solutions: Created e-course for millennials as a result of a recent road show. Powerful real-life experiences, coupled with engaging interactive tricks and presentation skills that energised the students and brought the fun back into financial planning.