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
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….
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…
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…