Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate Holmes
The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want
Ep. 17 – Taking Financial Planning into the Future with Lelane Bezuidenhout and David Kop
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