The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
Russell Ho is a young, energetic, focused, driven and ambitious financial planner from Port Elizabeth. Listening to him, it is hard to believe he has been in the financial planning profession for only 6 years. This self-admitted addict of learning has amazing insights and valuable ideas, thoughts and advice for all financial professionals. Russell talks…
Kobus Kleyn is a well-known and respected financial planner who built his personal brand using the power of social media. More specifically, Linkedin. In this episode, Kobus opens the proverbial kimono and shares everything he does, how he does it, why he does it and how other financial professionals can do it as well….
Are we an industry or a profession? Financial planners or financial advisers? Do we help clients secure their futures or are we only concerned with our own? Over the past few months, I have witnessed different financial services role-players become more and more vocal about their views. I fully support robust debate; what does concern…
Updates: SA CORONA VIRUS CENTRE
