My Journey with Money Safari the first year
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My Journey with Money Safari the first year

Are you curious about how I started my financial planning business from scratch? In this article, I share my journey with Money Safari, the challenges I faced, the lessons I learned, and the successes I achieved. You will also find out how I used technology, marketing, and networking to grow my client base and revenue. If you are thinking of starting your own financial planning business, this article will inspire you and give you some practical tips.

How to Turn Your Clients into Advocates and Receive Introductions to Grow Your Financial Planning Business
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How to Turn Your Clients into Advocates and Receive Introductions to Grow Your Financial Planning Business

Do you want to grow your financial planning business by getting more referrals from your clients? In this article, you will learn how to turn your clients into advocates who will introduce you to their network and help you attract more prospects. You will also discover the benefits of client advocacy, the best practices for client engagement, and the strategies for relationship building.

The Financial Advisor Maturity Curve: A Journey of Progress, Raising the Bar, and Adding Value
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The Financial Advisor Maturity Curve: A Journey of Progress, Raising the Bar, and Adding Value

Explore the unique journey of a financial advisor through the maturity curve. Understand how shifting focus from product-centric to client-centric approaches can boost financial planning practices. Discover how advisors evolve their value proposition to better serve clients.

A fresh perspective on the value of compliance ft. Julie Anley – S3E39
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A fresh perspective on the value of compliance ft. Julie Anley – S3E39

a fresh perspective on the value of compliance and will make you rethink its role.

Are you prepped and ready for the COFI Act ft. Anton Swanepoel – S3E38
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Are you prepped and ready for the COFI Act ft. Anton Swanepoel – S3E38

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.

Important considerations when getting a virtual assistant ft. Henry Walton – S3E36
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Important considerations when getting a virtual assistant ft. Henry Walton – S3E36

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.

Adapting to the new world of financial advice and wealth management – S3E34
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Adapting to the new world of financial advice and wealth management – S3E34

A discussion about adapting to the new world of financial advice and wealth management

The Power of Outsourcing to Get Your Time Back – S3E32
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The Power of Outsourcing to Get Your Time Back – S3E32

We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.