15:20 - Niall Keegan - How venture capital trusts can create great client outcomes
15:30 - Coffee Sign Off - Francois, Rizanne, Dan & Amelia
15:50 - Kris Amliwala - Designing wealth
16:00 - Laura King - The unintended benefits of a radioactive spider bite
16:10 - Lewis Byford - You'll never be happy
16:20 - Derek Gardiner - Creating Value: From Concept to Market with Innovation Frameworks.
16:30 - A word from the hosts - Francois, Rizanne, Dan & Amelia
16:40 - Chris Emmott - Planification Sans Frontieres
16:50 - Grant Newland-Nell - Best Practice
17:00 - Lindsey Swanson - You're not for everyone
17:10 - Ashley Quamme - The Art of Building Trust: A Financial Advisor's Guide
17:20 - Scott Millar - What I learned by getting kicked in the face
17:30 - Host Sign-off - Francois, Rizanne, Dan & Amelia
17:40 - End of Day 2
Day of CPD - Wednesday 12 July 2023
09:00 - Opening and Welcome
09:05 - Employee Wellbeing
Industry findings on Employee Wellbeing and suggestions on the way forward, in building a resilient workforce, where employees feel heard, understood and supported, when employers start prioritizing Employee Wellbeing.
Speaker: Shannon Loots, Business Coach at Old Mutual Wealth
09:45 - Supercharge your business by leveraging revenue data
Learn how to leverage your revenue data and gain insights into the latest market trends and practices.
Speakers: Glenda Labuschagne, Managing Director at Brokerspace & Graham Anderson, Business Analyst at Headspace Technologies
10:20 - Comfort Break
10:35 - State of Digital in South Africa 2023
“Embracing Digital: Boosting Your Online Brand with Technology and Data-Driven Insights" The session delves into: The 'State of Digital in South Africa 2023', to offer a robust understanding of emerging technologies, innovative online platforms, and significant statistical data; Mastering the art of identifying digital marketing quick-wins and gaining a competitive edge with actionable strategies, savvy marketing tips, and the latest trends to supercharge your brand and marketing decisions.
Speaker: Rizanne Oosthuisen, Founder of ProfileMe
11:40 - Comfort Break
12:00 - The Intimacy Curve and the Art of Selling
Selling has a bad rep’ but actually we all do it in every meeting. Connecting with people, exchanging ideas and solving common problems is selling. This keynote is about how to sell with EQ and empathy to get the outcome you, and your buyer want. Not to be missed.
Speaker: Georgina Smith, Head of Distribution and Client Servicing, INN8
12:35 - Risk profiling and discretionary fund management: What is required?
The FSCA amended section 8 of the FAIS general code of conduct. Many financial planners are not aware of the amendment and as a result may be found guilty by the FAIS Ombud for providing inappropriate advice, there have been a number of such determinations. The Mi-Plan financial planning software assists financial planners with giving advice which complies with what is required in terms of risk profiling and section 8 of the FAIS general code of conduct.
Speaker: Lyle Dedekind, Investment Consultant at Mi-Plan
13:10 - LUNCH
13:40 - Effectively solutioning a business client
Guidelines on how to effectively solution a business client from a business assurance perspective. We will look at what to discuss with the client in that first meeting, the different risks and solutions to consider, how to approach the owners valuation, through to the final agreement.
Seed Analytics specialise in aggregating and reporting on investment data to the wealth advisor, enabling them to report to all their clients more regularly with effective and simple consolidated reporting. This reduces the administration costs and time spent on investment reporting to clients. Additionally, because Seed Analytics can report on over 67 investment platforms, they can also provide the wealth advisor with valuable insights on your total investment book, enabling you to make more informed decisions.
Speaker: Andries de Jongh, Head of Sales at Seed Analytics
14:50 - Comfort Break
15:00 - The Coaching Mindset | Enabling a Better Client Discovery Process
Marina Pretorius, Amity's accomplished organizational psychologist and coach shares practical insights on how to improve your client discovery process by adopting a coaching mindset. Discover how this approach can help you better engage with clients, and overcome common challenges encountered in the client discovery process. Advisors can enhance their value and improve the relationship with their clients if they incorporate the skills to coach clients to a better financial destiny.
Speaker: Marina Pretorius, Organisational Psychologist at Amity Investment Solutions
15:40 - Two Pot System: Everything You Must Know
We delve deep into the practical implications for financial planners and advisers and discuss everything that must be considered when giving advice to clients. We will also do an overview of all the changes before we get into the practicalities that very few people have thought about at this point, including the latest published draft legislation.
Speaker: Francois du Toit, Director and Head of Content and Sales at PROpulsion
16:50 - Closing and Thank you
Missed GFPC23 which included access to the Day of CPD? Get access to the Day of CPD by purchasing a last-minute ticket below.