S2E1 – Building brand and trust with adwiser.co.za ft. Brian Jervis
Branding | Building a business | Personal Branding | Podcasts | Technology

S2E1 – Building brand and trust with adwiser.co.za ft. Brian Jervis

This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 February 2021. News segment presented by Lelané Bezuidenhout, CEO of the Financial Planning Institute of SA Personal Development segment presented by Norma Simons, a mindset and accountability coach Feature Guest: Brian Jervis from adwiser.co.za We live in a hyper-connected world. We take advice and…

Ep. 20 – How financial planning businesses should approach the adoption of technology with Barrie van Zyl
Financial Planning Software | Podcasts | Practice Management | Technology

Ep. 20 – How financial planning businesses should approach the adoption of technology with Barrie van Zyl

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.

Ep. 19 – Set yourself apart and make things simple for your client using ProfileMe with Rizanne Oosthuisen
Marketing | Personal Branding | Podcasts | Practice Management | Technology

Ep. 19 – Set yourself apart and make things simple for your client using ProfileMe with Rizanne Oosthuisen

We talk about branding, marketing and a new tool called ProfileMe that is fast gaining traction in the financial services profession.

Ep. 14 – The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo
Podcasts | Practice Management | Technology

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
Financial Planning Software | Podcasts | Practice Management | Technology

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. 11 – Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange
Building a business | Podcasts | Practice Management | Technology

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
Financial Planning Software | Podcasts | Technology

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…