As a financial planning community, we often focus on market trends, product knowledge, and financial strategies to deliver the best outcomes for our clients. But have we ever paused to consider the most powerful tool at our disposal—the human brain? In a recent episode of PROpulsion LIVE, I had the privilege of speaking with Dr….
Explore the unique journey of a financial advisor through the maturity curve. Understand how shifting focus from product-centric to client-centric approaches can boost financial planning practices. Discover how advisors evolve their value proposition to better serve clients.
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…
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 try to do exactly that. I recently published a…
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…
I always had this yearning to learn more about coffee and specifically how coffee is supposed to be made (the drink, not the bean). I came across the “Coffee Talks” sessions offered by the Green Bean Coffee Roastery in Muldersdrift, and it sounded like a great introductory opportunity. And at only R 250 per person,…
After the success of our Premier Income Tax Course that we offered in July 2019, we are excited to announce our next course: Business Assurance. 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…
After the success of our Premier Income Tax Course that we offered in July 2019, we are over the moon to announce our next course: Estate Planning. 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…
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…