Ep. 5 – How do we attract, accommodate and support young financial planners with Wessel Oosthuizen
Mentoring | Podcasts | Practice Management

Ep. 5 – How do we attract, accommodate and support young financial planners with Wessel Oosthuizen

Wessel Oosthuizen, CFP® was the Director for the Centre for Financial Planning Law at the University of the Free State. A Centre entrusted with delivering financial planning education at undergraduate and postgraduate level to more than 1 000 students per year. Today he is the Managing Director of Verso Wealth in Cape Town. In the…

Ep. 4 – How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice
Podcasts | Practice Management | Technology

Ep. 4 – How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice

Russell Ho is a young, energetic, focused, driven and ambitious financial planner from Port Elizabeth.  Listening to him, it is hard to believe he has been in the financial planning profession for only 6 years. This self-admitted addict of learning has amazing insights and valuable ideas, thoughts and advice for all financial professionals. Russell talks…

Ep. 3 – Building a new national independent FSP from scratch in 2019 with Lizette Gerber
Building a business | Podcasts | Practice Management

Ep. 3 – Building a new national independent FSP from scratch in 2019 with Lizette Gerber

Many are considering to start their own FSP, brokerage or practice in 2019.  Of those, several wants to build a bigger business employing a team of financial advisers.  Many are afraid to take the plunge in 2019 because of the uncertain times we are living in today. In this episode we talk to Lizette Gerber…

Ep. 2 – How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice
Personal Branding | Podcasts | Practice Management

Ep. 2 – How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice

  Kobus Kleyn is a well-known and respected financial planner who built his personal brand using the power of social media.  More specifically, Linkedin.  In this episode, Kobus opens the proverbial kimono and shares everything he does, how he does it, why he does it and how other financial professionals can do it as well….

Introducing PROpulsion:  The financial professional’s catalyst to exponential growth
Articles | Podcasts | Press Release

Introducing PROpulsion: The financial professional’s catalyst to exponential growth

Introducing PROpulsion:  The financial professional’s catalyst to exponential growth  Francois du Toit is very pleased to be launching a new free initiative that is designed to bring the industry together and to help financial advisors run successful businesses.   PROpulsion is a series of podcasts for ambitious advisors wanting to take their businesses up to the…