Many are considering to start their own FSP, brokerage or practice in 2019. Of those, several wants to build a bigger business employing a team of financial advisers. Many are afraid to take the plunge in 2019 because of the uncertain times we are living in today.
In this episode we talk to Lizette Gerber CFP®, MBA, Head of Operations at Financial Solutions for Professionals, FS4P for short, a new independent financial services provider she is helping to build.
She discusses their challenges, value proposition, unique remuneration structures, their unorthodox approach to targets (or are they targets?) and the approach they followed to ensure speed to market.
We also discuss their approach to recruitment and how they try to ensure they appoint only the right people for their business.
At the end, Lizette reveals some crazy facts about herself that left us in awe!
Transcript:
Will be published soon
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Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS.
Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market.
Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork.
His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.
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