A fresh perspective on the value of compliance ft. Julie Anley – S3E39
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A fresh perspective on the value of compliance ft. Julie Anley – S3E39

a fresh perspective on the value of compliance and will make you rethink its role.

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

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

The Power of Outsourcing to Get Your Time Back – S3E32
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The Power of Outsourcing to Get Your Time Back – S3E32

We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.

Getting the most out of technology for your financial planning practice – S3E31
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Getting the most out of technology for your financial planning practice – S3E31

A discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.

cover photo of barrie van zyl and francois du toit
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Ep. 20 – How financial planning businesses should approach the adoption of technology with Barrie van Zyl

We discuss technology in financial services, how financial planning businesses of all sizes should approach the adoption of technology and some lessons learned in the recent past.

Ep. 13 – How being simple by design has resulted in atWork becoming the most loved system for Financial Advisers with Trevor Stacey
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Ep. 13 – How being simple by design has resulted in atWork becoming the most loved system for Financial Advisers with Trevor Stacey

atWork was the first cloud-based CRM system for Financial Advisers.  The software was developed for the first time in 1998, long before the cloud became a thing and when users struggled with dial-up modems and the cost of making a call instead of the data they used. In this episode, we talk with Trevor Stacey,…

Ep. 10 – New financial planning software in South Africa that enhances client engagement with Kirsty du Toit
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Ep. 10 – New financial planning software in South Africa that enhances client engagement with Kirsty du Toit

This is our tenth episode, but the first episode dedicated to talking about technology for financial advisors and planners.  Kirsty du Toit, CFP® together with Bennie Gouws, CFP®, Gary Winslow, CFP®, and Jonathan Brummer, CFA, CFP® recently started Work.That.Matters. Their entire purpose is to help financial advisors have better conversations with clients.  Essentially, they are…