Welcome to issue two of Seed Analytics Advisor Connect!
You’re receiving this because you signed up for the Seed Analytics newsletter a while back. And we have a brand-new weekly format we know you will love — just look at the juicy content we put together for you…
This week in Seed Analytics Advisor Connect:
Networking & lead generation with LinkedIn.
Better portfolio oversight starts with visual data.
New opportunities & jobs for you to explore.
Successful AML tactics & life insurance growth.
An online tool for hands-free typing on the go.
Take Note
Money Maestros Conference — JHB 16 Oct, 08:00 — Seven top speakers across the US, UK & SA. High-impact talks for advisors & planners. R1'500, earn CPD points. Book here.
Financial Planning Summit — Online 23 Oct, 09:00 — Explore future models in advice & wealth management. Free virtual event, earn CPD points. Register here.
FPI Professionals Convention — JHB 2–3 Nov — SA’s flagship CPD event for planners. From R3'355 virtual / R6'540 in person, earn CPD points. Book here.
Using LinkedIn to Network & Get Leads
Want to move beyond traditional referral methods?
LinkedIn is the 6th most used social network in South Africa, with 16.1 million active users (that’s half the country’s workforce). It’s a great place to network and generate new leads.
Here are 3 steps to get you started…
1. Set up your profile for success
LinkedIn profiles are no longer just fancy CVs. To really make an impact, set yours up like a funnel for leads.
This means updating your title to a phrase that portrays what you actually do (“I help X achieve Y”), getting your profile pic perfect, using your banner as a shop window to catch eyes, taking people through a buyer’s journey in your about and featured sections and having a clear Call to Action on your profile.
How to:
Try Chris Donnelly (1M+ followers)’s tips here
Or copy this step-by-step video here
2. Commit to a set content strategy
The part that trips most people up? Committing to doing 2–3 posts per week (or one a day) and then sticking with it for a long time – 6 months, 1 year, 2 years, etc.
Even if you’re not a writer or artist, there are clever methodologies and tools to help create valuable business content.
How to:
See marketer Kasy Brown’s content strategy breakdown
Invest in Justin Welsh’s LinkedIn system (paid, but worth it)
3. Connect and engage with ideal customers
Here’s where the magic starts: Once you have a great profile and regular content, begin looking for great prospective clients (search them by job title, seniority and region) and send a LinkedIn connection request.
If they connect, great! Now you know they’re active on LinkedIn. The platform allows you to make 100 or so connections a week, so set some time aside to do about 20 connection requests every day.
Then, you want to engage those connections, so go to the top of LinkedIn and search for a phrase or word that’s in your line of work – “investments” or “wealth”. And then set the search results to “Posts” and filter “Posted by” to “1st Connections” only.
This will show you any posts made by your connections on the topic of “investment” or “wealth”.
Now, here’s the clever part: Everyone on LinkedIn wants to be seen and heard, including your contacts. So go and like their post and leave them a comment – ask an open-ended question with the intent of spotlighting them, not yourself.
This makes them feel good and curious about you. They’ll remember you and maybe even check out your profile. You can build trust over time.
Remember:
☑️ Repeat the process
☑️ Keep posting and engaging
☑️ Be authentic and truthful
And you might just unlock a little of that LinkedIn lead magic.
Join the conversation…
How active are you on LinkedIn?
Make Your Portfolio Oversight Visual
As a financial advisor, you likely have a curated list of preferred funds or delegate portfolio management to a Discretionary Fund Manager (DFM). And, while client portfolios often start out straightforward, the real challenge is keeping things aligned over time.
Seed Analytics’ Book Reports give you clear, impactful visuals to enhance oversight.
Here’s an example
Graph A shows that the advisor has 15 shortlisted unit trusts, yet client assets are spread across 289 additional funds.
Graph B shows that R700,000 remains in non-shortlisted options, underscoring the complexity of continuous portfolio management.
Seed Analytics’ Book Reports makes your portfolio oversight data-driven and transparent — eliminating guesswork and allowing you to make more strategic decisions.
Featured Section
New wealth and fin advisory career opportunities in SA
Client Relationship Manager (CPT) @ Stonehage Fleming
Private Advisor Affluent (PTA) @ Rand Merchant Bank
Investment Consultant (CPT) @ Allan Gray
Investment Strategist (CPT) @ IGrow Wealth
Health and Benefits Consultant (WC) @ WTW
Advisor Liaison Consultant (DBN) @ Ninety One
Broker Consultant (JHB) @ Fedgroup
In Case You Missed It…
Industry Roundup
FIC Fighting Criminals. SA’s met all 22 FATF grey-list fixes, says the FIC, with R144 million recovered, R158 million blocked. Finance Minister Enoch Godongwana says delisting is now within reach.
Mispriced Risk. Global credit models still over-penalise SA. Bryan Silke says spreads near 270 bps reflect stale narratives, not data.
When Pension Payouts Go Wrong. Poor trustee training keeps families waiting for death benefits. Alexforbes’ Rita Cool says education is key to “protect, not punish.”
Life Insurers’ Cushion Grows. SA life insurers now manage R4.8 trillion (R4.5 trillion last December), with solvency almost 2× requirements. Strong buffers underpin R297 billion in payouts this year.
Optimum’s Obsidian Stake. Optimum Investment Group buys 40% of Obsidian Capital, expanding scale while both teams stay independent.
Gold Becomes The Anchor. Gold tops $4,000/oz — 48 new highs in a year. PwC says SA miners gain despite flat output as PGMs rebound.
Online Tool
If you like talking more than typing…
Voice Type lets you write 9x faster by dictating to an AI that gets to know you and how you speak, works across all your apps, keeps conversations private and has a 99.7% accuracy score. (Free to try.)
Did You Know? In 1881, Cape Town became one of the first three cities in the world to light up a street with electricity. In 1882, Kimberley became the second city in the world to roll out electric lights throughout.
Till next time,