a fresh perspective on the value of compliance and will make you rethink its role.
The COFI Bill (Conduct of Financial Institutions) aims to significantly streamline the legal landscape for conduct regulation in the financial sector, and to give legislative effect to the market conduct policy approach.
understanding re-platforming and its impact ft. Mickey Gambale
A discussion about adapting to the new world of financial advice and wealth management
we discuss making the leap from a financial adviser to a business owner, even if you still fulfill the role of a financial adviser in the business or practice.
We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.
We discuss the future of the independent financial advisor.
Francois du Toit speaks to Gustav Neethling, the Director of The Financial Emporium as well as WealthPro, to unpack current challenges in financial planning practice and to discuss solutions and practical approaches to growing with confidence but without stress.
We highlight several mistakes that are costing you, your practice, and your clients. Not only that, but we also discuss solutions to help you avoid these mistakes.
We discuss several different ways in which we can level up our customer experience.