Ep. 23 – Running a virtual financial planning practice with Derek Notman
We discuss the benefits of- and how to run a virtual financial planning practice
Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate Holmes
The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
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
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
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
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
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
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…
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…