S3E20 – Helping clients live their passion and fulfil their mission in the world ft Marguerite Engelbrecht
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S3E20 – Helping clients live their passion and fulfil their mission in the world ft Marguerite Engelbrecht

Marguerite Engelbrecht is a Lifestyle Financial Planner and Financial Coach at MyJourney2Freedom and her story is one of inspiration and a stark reminder.

S3E16 – Building incredible solutions with the right partnerships ft. Georgina Smith
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S3E16 – Building incredible solutions with the right partnerships ft. Georgina Smith

Francois du Toit and Georgina Smith, Head of Distribution: Investment Platform at INN8 discuss the INN8 journey, how they partner with advisers, and how they are helping advisers with practice management.

S3E15 – Being an early adopter and exploring the new digital frontier ft. Kobus Kleyn
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S3E15 – Being an early adopter and exploring the new digital frontier ft. Kobus Kleyn

Kobus Kleyn is at the forefront of adopting the new way of working and embracing the new opportunities it brings for both his clients and his practice. Join Francois du Toit and Kobus Kleyn as they discuss this new world and how to approach and embrace what is at our doorstep.

S3E9 – Lifedocs helps you take control before it is too late ft. Geoffrey Harmuth
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S3E9 – Lifedocs helps you take control before it is too late ft. Geoffrey Harmuth

Francois du Toit talks to Geoffrey Harmuth CA(SA), co-founder and CEO of Lifedocs. They unpack the challenges and solution to the problem when it comes to keeping track of a client’s entire estate before it is too late.

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