Ep. 4 – How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice
Podcasts | Practice Management | Technology

Ep. 4 – How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice

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…

Ep. 2 – How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice
Personal Branding | Podcasts | Practice Management

Ep. 2 – How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice

  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….

Financial planning wars?
Articles | Financial Planning

Financial planning wars?

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…