Join Francois du Toit and his two guests, Elmarie Fourie (Independent Investment Solutions) and Johan Bester (AdviceTech), as they discuss a technology- and an outsource solution that will help you find and drive efficiency in your practice.
Francois du Toit talks to Geoffrey Harmuth CA(SA), co-founder and CEO of Lifedocs. They unpack the challenges and solution to the problem when it comes to keeping track of a client’s entire estate before it is too late.
Francois du Toit speaks to Gustav Neethling, the Director of The Financial Emporium as well as WealthPro, to unpack current challenges in financial planning practice and to discuss solutions and practical approaches to growing with confidence but without stress.
We share the top 5 technology tools to consider for your financial planning practice as well as their value and expected impact.
The only thing better than a free tool is a free tool that works! In today’s episode, the featured topic is exactly that. Free tools that add immense value.
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…
We discuss the benefits of- and how to run a virtual financial planning practice
The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
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.
We talk about branding, marketing and a new tool called ProfileMe that is fast gaining traction in the financial services profession.