What is Financial Coaching (and Why Planners Should Care)
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What is Financial Coaching (and Why Planners Should Care)

Defining the Landscape: What is Financial Coaching (and What It Isn’t for a Planner)?
The term “financial coaching” is becoming more common in South African finance circles, yet it’s often misunderstood. For financial planners and advisors, it helps to understand what this approach really entails, where it fits, and why it matters.

Mastering the biology of success
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Mastering the Biology of Success

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….