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.
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 important aspects that must be considered when you want to make use of virtual assistants and we share practical examples of what works well and what does not.
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.