Ep. 24 – Financial Abuse with Michelle Hoskin
We learn about financial abuse, the different abusers and the new Financial Abuse Specialist™ Certification available to enable you to help victims and abusers alike.
Ep. 23 – Running a virtual financial planning practice with Derek Notman
We discuss the benefits of- and how to run a virtual financial planning practice
Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate Holmes
The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
Ep. 21 – Essential update on expat tax, new issues that are being uncovered and the new directive process with Hugo van Zyl
We discuss new problems and challenges that were identified and that may become applicable to people who already emigrated and we discuss the new IRP3(q) directive for PAYE
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. 19 – Set yourself apart and make things simple for your client using ProfileMe with Rizanne Oosthuisen
We talk about branding, marketing and a new tool called ProfileMe that is fast gaining traction in the financial services profession.
Ep. 18 – Playing from your strengths with Johan Oosthuizen
In this episode, we talk in-depth about talents, strengths, weaknesses and how one can go about becoming the best version of yourself. Which inevitably leads to greater results and lasting success.
Ep. 17 – Taking Financial Planning into the Future with Lelane Bezuidenhout and David Kop
We talk to Lelane Bezuidenhout and David Kop from the Financial Planning Institute of Southern Africa about the future of financial planning and where things are headed
Ep. 16 – South African Expat Tax Changes and What Expats Must Do Before 1 March 2020 with Hugo van Zyl
Everything financial advisors and their clients working abroad must know about the expat tax changes coming into effect on 1 March 2020 in South Africa
Ep. 15 – 3 Powerful Habits to Build a Legendary Financial Services Practice with Francois du Toit
We recently presented a webinar on “7 powerful habits to build a legendary financial services practice“. In this episode, we share 3 of these habits. This is not about how long it takes to form or change a habit but about practical actions and steps you can take to attain the success you aspire to….