Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate Holmes
The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
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.
When it comes to learning for financial advisers, you will find a variety of offerings and solutions. Especially with the CPD requirements announced in BN194 of 2017 that financial planners and advisers must adhere to if they want to keep their license to provide advice and intermediary services. Regulatory requirements often create an environment where…
I recently posted my thoughts around continuous professional development (or CPD for short) for financial planners and financial advisers on Linkedin but I wanted to elaborate more on my views by writing this article. It will be great to hear your perspective and experience with CPD offered in the market since it became a Fit…
We talk about branding, marketing and a new tool called ProfileMe that is fast gaining traction in the financial services profession.
The Future of Francois du Toit Consulting & Technology. When you combine your financial planning and tax experience obtained since 1998 with a passion for learning, technology and business, you quickly find yourself in an overwhelming position. One where you can offer and help financial professionals with anything and everything they need. And then you…
Chances are great that you are also making this very mistake. It happens naturally. Especially when you move from being an employee to venturing out on your own. And it doesn’t even matter which type of business or industry you are in. Focusing on what I can do I have been in the insurance and…
In this episode, we talk in-depth about talents, strengths, weaknesses and how one can go about becoming the best version of yourself. Which inevitably leads to greater results and lasting success.
We talk to Lelane Bezuidenhout and David Kop from the Financial Planning Institute of Southern Africa about the future of financial planning and where things are headed