Ep. 10 – New financial planning software in South Africa that enhances client engagement with Kirsty du Toit
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Ep. 10 – New financial planning software in South Africa that enhances client engagement with Kirsty du Toit

This is our tenth episode, but the first episode dedicated to talking about technology for financial advisors and planners.  Kirsty du Toit, CFP® together with Bennie Gouws, CFP®, Gary Winslow, CFP®, and Jonathan Brummer, CFA, CFP® recently started Work.That.Matters. Their entire purpose is to help financial advisors have better conversations with clients.  Essentially, they are…

The thing our businesses do every day that ruins our reputations (and what to do about it)
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The thing our businesses do every day that ruins our reputations (and what to do about it)

Working with, and having contact with, many financial advisers and their practices each week, I started noticing an alarming trend. Then I started noticing the exact same trend with businesses in completely unrelated industries as well. I became very aware of this and the impact it has on my perception of these businesses and even…