Is this what the future holds for Independent Financial Advisors? S3E30
We discuss the future of the independent financial advisor.
We discuss the future of the independent financial advisor.
Join us for a discussion on what true client engagement looks like and the key to doing it successfully.
In this episode, we talk about change, how to effect change with purpose, and how to stop waiting for change to happen.
Join Francois du Toit for an insightful conversation with PJ and Geo Botha about their journey, the lessons learned, and their role in a business started by their father.
Join Francois du Toit for a discussion about content marketing that hits the spot, makes a difference, and content that opens opportunities you could never foresee.
Join Francois du Toit and Mandy Murphy for an insightful conversation on how financial planners can remain profitable and competitively positioned in a rapidly changing world
Marguerite Engelbrecht is a Lifestyle Financial Planner and Financial Coach at MyJourney2Freedom and her story is one of inspiration and a stark reminder.
Francois du Toit talks with the co-founder and CEO of Comotion Business Solutions and Seed Analytics, Tim Vieyra about the challenge of data and reporting on investments, the importance of solving the problem, and the trust and value that is created in the process.
Francois du Toit and Georgina Smith, Head of Distribution: Investment Platform at INN8 discuss the INN8 journey, how they partner with advisers, and how they are helping advisers with practice management.
Kobus Kleyn is at the forefront of adopting the new way of working and embracing the new opportunities it brings for both his clients and his practice. Join Francois du Toit and Kobus Kleyn as they discuss this new world and how to approach and embrace what is at our doorstep.