For the first time, I am making my Income Tax Course available in a face-to-face format. This is not a workshop or a masterclass. It is a full-blown, hands-on course. I share everything you need to know below. The course will take you from a beginner to the skills and knowledge you need to raise…
From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the…
This is our tenth episode, but the first episode dedicated to talking about technology for financial advisors and planners. Kirsty du Toit, CFP® together with Bennie Gouws, CFP®, Gary Winslow, CFP®, and Jonathan Brummer, CFA, CFP® recently started Work.That.Matters. Their entire purpose is to help financial advisors have better conversations with clients. Essentially, they are…
