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…

Ep. 3 – Building a new national independent FSP from scratch in 2019 with Lizette Gerber
Building a business | Podcasts | Practice Management

Ep. 3 – Building a new national independent FSP from scratch in 2019 with Lizette Gerber

Many are considering to start their own FSP, brokerage or practice in 2019.  Of those, several wants to build a bigger business employing a team of financial advisers.  Many are afraid to take the plunge in 2019 because of the uncertain times we are living in today. In this episode we talk to Lizette Gerber…

Ep. 1 – How a clear vision helps André Steenkamp build All-Gen Group that employs more than 70 people in just 6 years
Building a business | Podcasts

Ep. 1 – How a clear vision helps André Steenkamp build All-Gen Group that employs more than 70 people in just 6 years

The inspirational journey of André Steenkamp and how he is building All-Gen Group.  In just 6 years he built the business from scratch and currently employs more than 70 people. Join us as we go deep to find out how André is doing it and what his vision is all about. Transcript: Will be added…