The Premier Income Tax Course. 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…
Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange. 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…
New financial planning software in South Africa 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…