The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
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.
We talk about branding, marketing and a new tool called ProfileMe that is fast gaining traction in the financial services profession.
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. The habits required to build your practice is vastly different…
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 outside professionals is a nightmare for most. Managing the FSP's…
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, Director: Business Development for atWork to learn everything about the…
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 was introduced and why it plays a crucial role. We…
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 top five finalists. We speak in depth about the competition,…
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 South Africa in his own unique way. We discuss what…
Wessel Oosthuizen, CFP® was the Director for the Centre for Financial Planning Law at the University of the Free State. A Centre entrusted with delivering financial planning education at undergraduate and postgraduate level to more than 1 000 students per year. Today he is the Managing Director of Verso Wealth in Cape Town. In the interview, we cover many aspects and challenges numerous people face…