Lessons for financial planners from a Pro MTB coach ft. Barry Austin
Pro MTB coach shares lessons that translate seamlessly to what we do as financial planners and what we need to build and grow amazing businesses and practices.
The one key you need for success
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.
The value of (your) financial advice to clients
We discuss 3 steps that will help clients understand your value and move the focus away from fees to value
Aloha Financial Advising ft. Stephen Kagawa
Stephen about Stephen Kagawa talks to us about his journey and his brand-new book that was recently published, Aloha Financial Advising.
S2E1 – Building brand and trust with adwiser.co.za ft. Brian Jervis
Building brand and trust. 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….
Ep. 23 – Running a virtual financial planning practice with Derek Notman
We discuss the benefits of- and how to run a virtual financial planning practice
Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate Holmes
The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
Ep. 18 – Playing from your strengths with Johan Oosthuizen
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.
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 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…