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…

Ep. 5 – How do we attract, accommodate and support young financial planners with Wessel Oosthuizen
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Ep. 5 – How do we attract, accommodate and support young financial planners with Wessel Oosthuizen

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…

Ep. 4 – How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice
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Ep. 4 – How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice

Russell Ho is a young, energetic, focused, driven and ambitious financial planner from Port Elizabeth.  Listening to him, it is hard to believe he has been in the financial planning profession for only 6 years. This self-admitted addict of learning has amazing insights and valuable ideas, thoughts and advice for all financial professionals. Russell talks…

Ep. 3 – Building a new national independent FSP from scratch in 2019 with Lizette Gerber
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Ep. 3 – Building a new national independent FSP from scratch in 2019 with Lizette Gerber

Many are considering to start their own FSP, brokerage or practice in 2019.  Of those, several wants to build a bigger business employing a team of financial advisers.  Many are afraid to take the plunge in 2019 because of the uncertain times we are living in today. In this episode we talk to Lizette Gerber…

Ep. 2 – How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice
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Ep. 2 – How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice

  Kobus Kleyn is a well-known and respected financial planner who built his personal brand using the power of social media.  More specifically, Linkedin.  In this episode, Kobus opens the proverbial kimono and shares everything he does, how he does it, why he does it and how other financial professionals can do it as well….