Ep. 15 – 3 Powerful Habits to Build a Legendary Financial Services Practice with Francois du Toit
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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….

Ep. 14 – The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo
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Ep. 14 – The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo

The biggest challenge (and frustration) for any FSP of any size is to manage commissions, ongoing fees, and other revenue.  Each product provider has its own unique format for commission statements and even what they call different commissions.  Commissions come in, commissions go out.  Managing splits to advisors in the FSP or referral fees to…

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. 12 – The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit
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Ep. 12 – The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit

Much has transpired in the last 6 weeks as the first CPD cycle came to an end on 31 May 2019. In this episode, we talk about what happened when the 2-month exemption was announced, Francois’s Linkedin post that went viral and the comment that made the light bulb go on. We discuss why CPD…

Ep. 11 – Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange
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Ep. 11 – Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange

From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the…

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…

Ep. 9 – How to leverage radio, television and social media to build your brand and new firm with Mduduzi Luthuli
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Ep. 9 – How to leverage radio, television and social media to build your brand and new firm with Mduduzi Luthuli

Mduduzi Luthuli started Luthuli Capital, with his wife Trudy, two and a half years ago after he couldn’t find the kind of wealth management job he envisioned.  He went through a horrendous ordeal in 2014 that strengthened his views, commitment and determination to become the best financial adviser and investment manager he can be to his…

Ep. 8 – Financial Wellness for Financial Advisers – Walking our own talk – with Francois du Toit
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Ep. 8 – Financial Wellness for Financial Advisers – Walking our own talk – with Francois du Toit

Financial wellness is a topic we often discuss in relation to clients and consumers.  However, a challenge for many financial advisers, especially in the early days, is to manage their own finances while building a new practice and ensuring their own financial wellness. Francois du Toit, CFP® discusses the first step that financial advisers can…

Ep. 7 – Everything you want to know about running a fee-based practice with Arno Burger
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Ep. 7 – Everything you want to know about running a fee-based practice with Arno Burger

Arno Burger, CFP® started his practice as a young, 25-year old in a flatlet at the back of his house in 1992.  His clear vision and strong work-ethic quickly got him to move to bigger offices. In 1994 he started charging fees, and although it was by no means perfect, he pioneered the business model in…