A solid onboarding process is critical to lay a solid foundation right from the start and to reinforce that the client made the right decision to choose you amongst so many other options.
In this episode’s featured guest segment, we discuss the importance of failing in great detail. An energetic, fun and inspiring conversation you will greatly benefit from.
In this episode’s featured topic segment, Francois du Toit discusses easy ways that you can utilise tools you are already using, to drive marketing without you even thinking about it.
In this episode’s featured topic segment, Francois du Toit discusses why we have this need, how to stay connected in all areas of your life, and what you can do to stay connected.
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 February 2021. News segment presented by Lelané Bezuidenhout, CEO of the Financial Planning Institute of SA Personal Development segment presented by Norma Simons, a mindset and accountability coach Feature Guest: Brian Jervis from adwiser.co.za We live in a hyper-connected world. We take advice and…
We learn about financial abuse, the different abusers and the new Financial Abuse Specialist™ Certification available to enable you to help victims and abusers alike.
We discuss the benefits of- and how to run a virtual financial planning practice
The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
We discuss new problems and challenges that were identified and that may become applicable to people who already emigrated and we discuss the new IRP3(q) directive for PAYE
We discuss technology in financial services, how financial planning businesses of all sizes should approach the adoption of technology and some lessons learned in the recent past.