The Financial Advisor Maturity Curve: A Journey of Progress, Raising the Bar, and Adding Value
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The Financial Advisor Maturity Curve: A Journey of Progress, Raising the Bar, and Adding Value

ByFrancois du Toit, CFP®

Explore the unique journey of a financial advisor through the maturity curve. Understand how shifting focus from product-centric to client-centric approaches can boost financial planning practices. Discover how advisors evolve their value proposition to better serve clients.

Are you prepped and ready for the COFI Act ft. Anton Swanepoel – S3E38
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Are you prepped and ready for the COFI Act ft. Anton Swanepoel – S3E38

ByLené Naudé

The COFI Bill (Conduct of Financial Institutions) aims to significantly streamline the legal landscape for conduct regulation in the financial sector, and to give legislative effect to the market conduct policy approach.

Adapting to the new world of financial advice and wealth management – S3E34
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Adapting to the new world of financial advice and wealth management – S3E34

ByLené Naudé

A discussion about adapting to the new world of financial advice and wealth management

S3E20 – Helping clients live their passion and fulfil their mission in the world ft Marguerite Engelbrecht
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S3E20 – Helping clients live their passion and fulfil their mission in the world ft Marguerite Engelbrecht

ByFrancois du Toit, CFP®

Marguerite Engelbrecht is a Lifestyle Financial Planner and Financial Coach at MyJourney2Freedom and her story is one of inspiration and a stark reminder.