Mistakes whether big or small, once-off or ongoing, knowing or unknowing are costly. Not only in terms of money. It impacts many different aspects.
In this episode, we highlight several mistakes that are costing you, your practice, and your clients. Not only that, we also discuss solutions to help you avoid these mistakes.
An insightful episode awaits!
—- Other episodes to watch that relates —-
Adopting technology with Barrie van Zyl (S1E13) – https://youtu.be/pjKaIv7gLho
Staying in the helicopter with Juanita Vorster S2E17) – https://youtu.be/fQo1Mioh5Y4
Carving out a niche with Stefan & Werner (S3E5) – https://youtu.be/132kkceIBNk
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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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