Defining the Landscape: What is Financial Coaching (and What It Isn’t for a Planner)?
The term “financial coaching” is becoming more common in South African finance circles, yet it’s often misunderstood. For financial planners and advisors, it helps to understand what this approach really entails, where it fits, and why it matters.
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.
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.
understanding re-platforming and its impact ft. Mickey Gambale
A discussion about adapting to the new world of financial advice and wealth management
Marguerite Engelbrecht is a Lifestyle Financial Planner and Financial Coach at MyJourney2Freedom and her story is one of inspiration and a stark reminder.