we discuss making the leap from a financial adviser to a business owner, even if you still fulfill the role of a financial adviser in the business or practice.
We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.
A discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.
We discuss the future of the independent financial advisor.
Join us for a discussion on what true client engagement looks like and the key to doing it successfully.
In this episode, we talk about change, how to effect change with purpose, and how to stop waiting for change to happen.
Join Francois du Toit for a discussion on business values, how to get clear on them, and how to communicate them effectively.
Join Francois du Toit for a great discussion on this topic and hear what it takes and more importantly why you must care.
Wynand Gouws joins us for a great discussion on the increase in longevity and its impact on planning for retirement.
Join Francois du Toit and Alan Yates, Head of Distributions at Peregrine Capital, for a discussion on the topic of hedge funds.