a fresh perspective on the value of compliance and will make you rethink its role.
A discussion about adapting to the new world of financial advice and wealth management
we discuss making the leap from a financial adviser to a business owner, even if you still fulfill the role of a financial adviser in the business or practice.
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.
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.
We discuss the future of the independent financial advisor.
We discuss the 5 G’s – 5 rules for when doing work for free makes sense and unlocks value for you and your business.
Stefan Bothma and Werner Hattingh are a duo with their sights set on changing the way financial planning and advice are delivered to a very specific niche of professionals.
They have always said that they do not want to be everything for everyone, but they do want to be everything for somebody.
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 talk about branding, marketing and a new tool called ProfileMe that is fast gaining traction in the financial services profession.