Marguerite Engelbrecht is a Lifestyle Financial Planner and Financial Coach at MyJourney2Freedom and her story is one of inspiration and a stark reminder.
Francois du Toit talks with the co-founder and CEO of Comotion Business Solutions and Seed Analytics, Tim Vieyra about the challenge of data and reporting on investments, the importance of solving the problem, and the trust and value that is created in the process.
We discuss the 5 G’s – 5 rules for when doing work for free makes sense and unlocks value for you and your business.
Kobus Kleyn is at the forefront of adopting the new way of working and embracing the new opportunities it brings for both his clients and his practice. Join Francois du Toit and Kobus Kleyn as they discuss this new world and how to approach and embrace what is at our doorstep.
Francois du Toit talks with Terence about his journey, the fact that fee-based planning is happening, and why all Independent Financial Advisers must offer this as part of their proposition.
Francois talks with Dan about how financial planners and advisers can bring their marketing into the 21st century.
Francois du Toit talks to Ronel about how we can unlock our full potential and achieve long-lasting success in all areas of our lives.
Join Francois du Toit and special guest, Edden Kift, Head of Business Solutions at Portfoliometrix, for a conversation about how we can demonstrate (and deliver) our value to clients.
Francois du Toit speaks to Gustav Neethling, the Director of The Financial Emporium as well as WealthPro, to unpack current challenges in financial planning practice and to discuss solutions and practical approaches to growing with confidence but without stress.
We highlight several mistakes that are costing you, your practice, and your clients. Not only that, but we also discuss solutions to help you avoid these mistakes.