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S2E6 – Aloha Financial Advising ft. Stephen Kagawa

This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 12 March 2021.

News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA.

Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about powerful questions we must ask ourselves if we want to progress.

Featured Guest:  Stephen Kagawa,  founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization that is focused on global financial navigation, as well as helping ethnic communities from Asia in the U.S.

In this episode, Francois du Toit talks to Stephen about his journey and his brand-new book that was recently published, Aloha Financial Advising.

Financial Coaching segmentHendrik Crafford, owner of Craffies Coaching, talks about what sustainable financial planning looks like and the role financial coaching plays to keep clients from deviating from their plans.

Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.

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—-Attribution—-

Sound effects from Zapsplat.com 

Author

  • Francois du Toit, CFP®

    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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