In this episode, we talk about which key is vital for success, why without it you are unlikely to achieve success, and how you can strategize and have a structure that helps you incorporate this key into everything you do.
We discuss 3 steps that will help clients understand your value and move the focus away from fees to value
Stephen about Stephen Kagawa talks to us about his journey and his brand-new book that was recently published, Aloha Financial Advising.
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…
We discuss the benefits of- and how to run a virtual financial planning practice
The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
In this episode, we talk in-depth about talents, strengths, weaknesses and how one can go about becoming the best version of yourself. Which inevitably leads to greater results and lasting success.
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….
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…
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…