S2E1 – Building brand and trust with adwiser.co.za ft. Brian Jervis
Branding | Building a business | Personal Branding | Podcasts | Technology

S2E1 – Building brand and trust with adwiser.co.za ft. Brian Jervis

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…

Ep. 15 – 3 Powerful Habits to Build a Legendary Financial Services Practice with Francois du Toit
Building a business | Podcasts | Practice Management

Ep. 15 – 3 Powerful Habits to Build a Legendary Financial Services Practice with Francois du Toit

We recently presented a webinar on “7 powerful habits to build a legendary financial services practice“. In this episode, we share 3 of these habits.  This is not about how long it takes to form or change a habit but about practical actions and steps you can take to attain the success you aspire to….

Ep. 11 – Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange
Building a business | Podcasts | Practice Management | Technology

Ep. 11 – Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange

From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the…

Ep. 7 – Everything you want to know about running a fee-based practice with Arno Burger
Building a business | Fee-Based Practice | Podcasts | Practice Management

Ep. 7 – Everything you want to know about running a fee-based practice with Arno Burger

Arno Burger, CFP® started his practice as a young, 25-year old in a flatlet at the back of his house in 1992.  His clear vision and strong work-ethic quickly got him to move to bigger offices. In 1994 he started charging fees, and although it was by no means perfect, he pioneered the business model in…