Marguerite Engelbrecht is a Lifestyle Financial Planner and Financial Coach at MyJourney2Freedom and her story is one of inspiration and a stark reminder.
Francois du Toit talks with the co-founder and CEO of Comotion Business Solutions and Seed Analytics, Tim Vieyra about the challenge of data and reporting on investments, the importance of solving the problem, and the trust and value that is created in the process.
We discuss the 5 G’s – 5 rules for when doing work for free makes sense and unlocks value for you and your business.
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.
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.
Join Francois du Toit and his two guests, Elmarie Fourie (Independent Investment Solutions) and Johan Bester (AdviceTech), as they discuss a technology- and an outsource solution that will help you find and drive efficiency in your practice.
Francois du Toit talks with Terence about his journey, the fact that fee-based planning is happening, and why all Independent Financial Advisers must offer this as part of their proposition.
Francois talks with Dan about how financial planners and advisers can bring their marketing into the 21st century.
Francois du Toit talks to Ronel about how we can unlock our full potential and achieve long-lasting success in all areas of our lives.
Join Francois du Toit and special guest, Edden Kift, Head of Business Solutions at Portfoliometrix, for a conversation about how we can demonstrate (and deliver) our value to clients.