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August 2019

man playing chess

7 powerful habits to build a legendary financial services practice

August 27, 2019 @ 08:30 - 09:30
Online Webinar,

7 powerful habits that will help financial professionals build the practice of their dreams, much quicker than they may experience currently or than they think possible.

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September 2019

Buy and Sell Pitfalls and Implications

September 18, 2019 @ 08:30 - 09:30
Online Webinar,

Buy and Sell Arrangements are simple in concept, but hold many pitfalls and implications that Financial Planners and Advisors must consider. In this webinar, we discuss valuation pitfalls, income tax and estate duty implications, is share buy-back an option and aspects particular to healthcare professionals. When Wednesday 18 September 2019 8.30am - 9.30am Register here Click here to register CPD We await approval for CPD.  We will confirm the number of CPD points upon approval of the webinar by our…

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November 2019

question marks with text

9 opportunities from a client’s Income Tax assessment

November 26, 2019 @ 08:30 - 09:30
Online Webinar,

In this webinar, we discuss the 9 opportunities that are waiting to be discovered in a client’s income tax assessment. We use a real client’s income tax assessment to make this practical. When Tuesday 26 September 2019 8.30am - 9.30am Register here Click here to register CPD We await approval for CPD.  We will confirm the number of CPD points upon approval of the webinar by our professional body.  You must complete an online assessment to earn the CPD. The…

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February 2020

Employing Technology to Enhance Your Practice in 2020

February 25, 2020 @ 08:30 - 10:00
Online Webinar,

Technology is not what disrupts. It is not what makes us more innovative. Technology is an enabler. It is what gives us the opportunity and the power to be innovative, more efficient and to disrupt the way we deliver our services and advice to clients. ​ YOU ARE INVITED In our next LIVE online session, we discuss: Various aspects and areas of a financial practice Problems and challenges What to focus on when getting started with technology Impact of the…

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February 2021

Goal-setting for financial professionals in 2021 and beyond

February 3, 2021 @ 19:00 - 20:00
Online Webinar,

As a financial professional, you have a unique opportunity to make your dreams and aspirations come to life. No matter how new or experienced you are. You have the opportunity to change anything you like, today. If you would like to set the kind of goals that make big things happen, then join us for this session and be ready for whatever lies ahead.

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April 2021

7 focus areas for your business in the next 12 months

April 7, 2021 @ 19:00 - 20:00
Online CPD Event,

We identify and discuss 7 areas in your business or practice that you should focus on over the next 12 months.As with all our CPD events, we focus on practical aspects and steps that you can implement right away. The environment We know it. We are not spending enough time on our businesses. We are too busy working in the business. Being an adviser and orchestra coordinator.It is imperative that we implement the right aspects into our businesses to drive…

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Using Video Effectively

April 28, 2021 @ 19:00 - 20:00
Live Online CPD Event,

Getting our message out is critical to our success. Being the best-kept secret, like Colonel Sanders's 11 herbs and spices, is not beneficial for you nor the clients looking for you.There are several different ways to communicate your message. One of which is video.Video is arguably the most versatile and powerful method. However, it is the method that makes people the most anxious and stressed, resulting in them avoiding using this wonderful tool. The environment With your website, social networks,…

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