Global
Financial Planning Conference
2023 Agenda
Day 1 - Tuesday 16 May 2023 - COMPLETED
- 09:00 - SA Welcome - Francois du Toit & Rizanne Oosthuisen
- 09:10 - Gugu Sidaki - Griefcase: Our emotional baggage and money habits
- 09:20 - Werner Hattingh - Going Narrow to Go Wide: The Strategy That Will Define the Future
- 09:30 - Martha Koekemoer - Business Grit: Lessons From The Cape Epic
- 09:40 - Geoff Noble - The Cloud of Unknowing: Learning to Love Uncertainty
- 09:50 - Mandy Murphy - Your clients don’t care!
- 10:00 - UK Welcome - Dan Graham & Amelia Hamilton
- 10:10 - Tom Henshaw - How Arch Bishop Desmond Tutu turned me into a financial planner
- 10:20 - Shaun Drew - Boots and olives, what do they cost?
- 10:30 - Hiren Panchal - I am not a number
- 10:40 - Anna Hutchinson - Wearing your suit
- 10:50 - Dawid Lesniowski - From technology to Stockology
- 11:00 - A word from the hosts - Francois, Rizanne, Dan & Amelia
- 11:10 - Kobus Barnard - The application of Artificial Intelligence in Financial Planning: Supervised Augmentation of Financial Intelligence
- 11:20 - Eloise Hastie - The human touch: the secret of delivering award-winning client service
- 11:30 - Will Church - Young, dumb and on the come up
- 11:40 - Renate Jute - Walking the Estate Tightrope: A Guide to Balancing Emotions and Paperwork
- 11:50 - Philip Berry - What's for tea?
- 12:00 - A word from the hosts - Francois, Rizanne, Dan & Amelia
- 12:10 - Nelisiwe Mbara - It Takes a Village
- 12:20 - Sarah Kennedy - The value of DFM
- 12:30 - Juanita du Toit - Rising Strong: Transformative Insights from a Cancer Warrior
- 12:40 - Daniel Gornall - Niche your way to success
- 12:50 - Zahraa Omarjee - Circumstantial Evidence - What’s your verdict?
- 13:00 - A word from the hosts - Francois, Rizanne, Dan & Amelia
- 13:10 - Adrian Benjamin - Protecting your why
- 13:20 - Amanda John - Breaking the glass ceiling - Perspectives on an inclusive profession
- 13:30 - LUNCH BREAK
- 14:20 - Welcome back - Francois, Rizanne, Dan & Amelia
- 14:30 - Anick Sharma - Current cultures on diversity and inclusion; are we really doing enough?
- 14:40 - Riana Badenhorst - Penny wise Pound foolish : for armed is fore warned
- 14:50 - Niall Metcalfe - Transferring my assets
- 15:00 - A word from the hosts - Francois, Rizanne, Dan & Amelia
- 15:10 - Helen Thomas - The dangers of the financial zombie apocolypse
- 15:20 - Georgina Smith - The Art of Selling
- 15:30 - Coffee Sign Off - Francois, Rizanne, Dan & Amelia
- 15:50 - Darren Day - Investing outperformance: a disciplined approach
- 16:00 - Clara Metcalfe - What Shakespere knew before modern medicine
- 16:10 - Dennis Harhalakis - It didn't start with you - the money stories behind the numbers
- 16:20 - Daisy Forshaw - The snowball effect
- 16:30 - A word from the hosts - Francois, Rizanne, Dan & Amelia
- 16:40 - Chris Drew - The H.E.A.L.T.H pyramid scheme
- 16:50 - Shirley Ruiters - Life's Curve balls: The SETTLE- ing Approach to Financial Resilience
- 17:00 - Thyme Regent-Bascome - Shared dysfunction
- 17:10 - Thomas Kopelman - Why Content Marketing is the Best Path For Growing Your Business and Brand
- 17:20 - Aleksandra Sasin - The power of taking time to think
- 17:30 - Host Sign-off - Francois, Rizanne, Dan & Amelia
- 17:40 - End of Day 1
Day 2 - Wednesday 17 May 2023 - COMPLETED
- 09:00 - SA Welcome - Francois du Toit & Rizanne Oosthuisen
- 09:10 - Dez Tswaile - The curious case of Dez Tswaile: Retiring from Retirement
- 09:20 - Ben-Herman Pieterse - The Ultimate Gift of Independence
- 09:30 - Juanita Moolman - Rallying the Lone Bull: Turning Outliers into Financial Victories
- 09:40 - Julie Hughes - The Ultimate Human Race
- 09:50 - Kirsty du Toit - Down the rabbit hole
- 10:00 - UK Welcome - Dan Graham & Amelia Hamilton
- 10:10 - Chris Thompson - Effortless forgettability: The curse of the wet wipe
- 10:20 - Ryan Sharpe - Choose your own adventure
- 10:30 - Vickey Ngoma - What the F*** is a Chronotype?
- 10:40 - Paul Swain - External validation
- 10:50 - Nicola Langridge - Empowering Financial Wellness: Strategies for Making Informed Money Choice
- 11:00 - A word from the hosts - Francois, Rizanne, Dan & Amelia
- 11:10 - Samantha-Leigh Govender - Mind Over Money
- 11:20 - Ryan Seaton - Get your business beech ready
- 11:30 - Lené Naudé - Mindset Makeover: Unleashing the Potential of Change
- 11:40 - Felix Milton - The joy of giving: How philanthropy can enrich you life and your wallet
- 11:50 - Linda Ndenze - Mastering the Art of Wealth Transfer
- 12:00 - A word from the hosts - Francois, Rizanne, Dan & Amelia
- 12:10 - Gert Nel - Rise & Prosper: Bouncing Back from Financial Setbacks
- 12:20 - Bradley Douglas - How to survive a fall from 60,000 feet
- 12:30 - Darren Robertson - Triumph over Turmoil: Navigating Cancer with Financial Foresight
- 12:40 - Franz Bezuidenhout - Goal-Getters: Hone Your Dreams to Forge a Prosperous Future
- 12:50 - Arnie Millington - RIP - Retirement Income Problems
- 13:00 - A word from the hosts - Francois, Rizanne, Dan & Amelia
- 13:10 - Bhavika Patel - The Imposter
- 13:20 - George Fountain - Cleaning the fishtank
- 13:30 - LUNCH BREAK
- 14:20 - Welcome back - Francois, Rizanne, Dan & Amelia
- 14:30 - Lewys Richards - I'm the boss now
- 14:40 - Ewan Sturman - How to get more business from people you already know
- 14:50 - Norman Munsamy - Lifetime Riches : Mastering the Art of sustainable Wealth Creation
- 15:00 - A word from the hosts - Francois, Rizanne, Dan & Amelia
- 15:10 - Elmarie Fourie - Revolutionary Alliance: Uniting Financial Advisers for Unstoppable Impact
- 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.Speaker: Hannemie Mulder, Technical Specialist: Estate Planning, PPS
-
14:15 - Reporting made simple
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