Ep. 23 – Running a virtual financial planning practice with Derek Notman
We discuss the benefits of- and how to run a virtual financial planning practice
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
Ep. 15 – 3 Powerful Habits to Build a Legendary Financial Services Practice with Francois du Toit
We recently presented a webinar on “7 powerful habits to build a legendary financial services practice“. In this episode, we share 3 of these habits. This is not about how long it takes to form or change a habit but about practical actions and steps you can take to attain the success you aspire to….
Ep. 12 – The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit
Much has transpired in the last 6 weeks as the first CPD cycle came to an end on 31 May 2019. In this episode, we talk about what happened when the 2-month exemption was announced, Francois’s Linkedin post that went viral and the comment that made the light bulb go on. We discuss why CPD…
Ep. 8 – Financial Wellness for Financial Advisers – Walking our own talk – with Francois du Toit
Financial wellness is a topic we often discuss in relation to clients and consumers. However, a challenge for many financial advisers, especially in the early days, is to manage their own finances while building a new practice and ensuring their own financial wellness. Francois du Toit, CFP® discusses the first step that financial advisers can…