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Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate Holmes
Building a business | Fee-Based Practice | Podcasts | Practice Management | Technology

Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate Holmes

ByFrancois du Toit, CFP® June 20, 2020

The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want

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Ep. 17 – Taking Financial Planning into the Future with Lelane Bezuidenhout and David Kop
Financial Planning | General | Podcasts

Ep. 17 – Taking Financial Planning into the Future with Lelane Bezuidenhout and David Kop

ByFrancois du Toit, CFP® November 8, 2019

We talk to Lelane Bezuidenhout and David Kop from the Financial Planning Institute of Southern Africa about the future of financial planning and where things are headed

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