Agenda

Tuesday
5 November 2024

08:45 - Opening and Welcome
09:00 - Keynote - Client Experience is the New Marketing - Guy Holwill
Guy will focus on why exceptional client experiences are the foundation of modern marketing. In a world where clients expect more, this talk will outline how you can elevate client service to differentiate your business and grow through word of mouth and loyalty.
09:35 - Keynote: Beyond the CFP^® Certification - Sharon Moller
Sharon will take us beyond the CFP® Certification, diving into what it means to build a career that truly makes an impact. This keynote will explore how advisers can continue developing their skills and create real value for clients long after earning their qualifications.

10:30 - Keynote - Financial Wellbeing - Rob Macdonald
Rob explores the crucial topic of financial wellbeing. Learn how holistic approaches to personal finances can not only improve financial health but also enhance overall quality of life. This session will provide practical steps to help clients feel more secure and confident about their financial futures.
11:05 - Panel Discussion - Lifestyle Financial Planning vs Financial Advice
This lively discussion will explore the differences and overlaps between lifestyle financial planning and traditional financial advice. Our panel of experts will debate the benefits of each approach, offering insights on how financial professionals can integrate both strategies to better serve their clients.
Panelists:
Brian Foster, Founder of The Financial Caddie^®
Bryan Nicol, Founder of Freedom Financial Planning
Georgina Smith, Distribution Divisional Director at Standard Bank Group
Moderator:
Francois du Toit, Founder of PROpulsion

12:00 - Panel Discussion: Hybrid Advisory Models
As technology reshapes the profession, hybrid advisory models are becoming more common. This panel will discuss the balance between digital solutions and personal advice, exploring how to offer the best of both worlds to clients and create efficient, scalable services.
Panelists:
Russell Ho, Practicing Financial Planner at Succession Financial Planning
Bennie Gouws, Director of Adviser Experience at Asset-Map
Johan Vosloo, Founder of Headspace Technologies and Commspace
Moderator:
Grant Newland-Nell, National Practice Development Manager at PPS
12:35 - Keynote: Marketing Today - Rizanne Oosthuisen
In the final keynote, Rizanne will share fresh perspectives on modern marketing techniques for financial advisers. From digital strategies to personal branding, this session will provide actionable tips on how to stand out in today’s crowded market and attract the right clients.
13:10 - Closing and End of the Summit

* Agenda and times are subject to change

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