Dan Graham is a true mover and shaker! And boy, is he shaking things up.

Dan’s LinkedIn headline explains best what he does and who he is:

💥 Helping financial service heroes thrive | 💥 Popping docs for financial planners | 💥 Head of Community at NextGen Planners | 💥 Co-founder of docVinci

Dan brings a new fresh way to do marketing. Making finance and financial planning fun for advisers and their clients alike.

In this episode, Francois talks with Dan about how financial planners and advisers can bring their marketing into the 21st century.

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—- Connect with Dan —-

LinkedIn: https://www.linkedin.com/in/dan-graham-788a7656/

Website: https://www.docvinci.co.uk/

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All the info and nominations: https://fpi.co.za/fpi-awards/

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  • 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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