Arno Burger, CFP® started his practice as a young, 25-year old in a flatlet at the back of his house in 1992. His clear vision and strong work-ethic quickly got him to move to bigger offices.
In 1994 he started charging fees, and although it was by no means perfect, he pioneered the business model in South Africa in his own unique way.
We discuss what led him to make the change and the journey and learnings over the years and we get into detail about his model. We discuss setting prices, something that is a challenge for most financial planners.
Arno discusses the structure of the business, FIDIUS, and their intentional approach to ensure clients do business with FIDIUS and not the individuals in the business. We talk about the FIDIUS client experience, all the technology they employ and we get to know Arno a little better and find out how he gets away from the business when not working.
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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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