Financial planner and wealth coach, Ursula Molefe, shares her experience at a Lean In Circle vision board session and the importance of reflecting on values and beliefs when creating a vision for the future
Tumelo shares her experience with creating a personal vision board at a Lean In Circle session for women in financial planning and emphasizes the importance of having a clear plan to achieve personal and career goals.
Francois Du Toit interviews Amanda Dusse, a financial planner, during a Lean In vision board session. Amanda explains how creating a vision board has helped her become more intentional and shares her positive experiences with the Lean In community.
Francois Du Toit speaks with Certified Financial Planner® Tsungai Masendeke about her journey to financial planning and her passion for empowering women to create generational wealth.
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.
In this episode, we talk about change, how to effect change with purpose, and how to stop waiting for change to happen.