What a basic barista course taught me about building a legendary financial services practice
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What a basic barista course taught me about building a legendary financial services practice

I always had this yearning to learn more about coffee and specifically how coffee is supposed to be made (the drink, not the bean). I came across the “Coffee Talks” sessions offered by the Green Bean Coffee Roastery in Muldersdrift, and it sounded like a great introductory opportunity. And at only R 250 per person,…

Ep. 11 – Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange
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Ep. 11 – Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange

From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the…

Ep. 7 – Everything you want to know about running a fee-based practice with Arno Burger
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Ep. 7 – Everything you want to know about running a fee-based practice with Arno Burger

Arno Burger, CFP® started his practice as a young, 25-year old in a flatlet at the back of his house in 1992.  His clear vision and strong work-ethic quickly got him to move to bigger offices. In 1994 he started charging fees, and although it was by no means perfect, he pioneered the business model in…

Ep. 2 – How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice
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Ep. 2 – How Kobus Kleyn builds his strong personal brand through Social Media and how he runs his highly successful practice

  Kobus Kleyn is a well-known and respected financial planner who built his personal brand using the power of social media.  More specifically, Linkedin.  In this episode, Kobus opens the proverbial kimono and shares everything he does, how he does it, why he does it and how other financial professionals can do it as well….

Ep. 1 – How a clear vision helps André Steenkamp build All-Gen Group that employs more than 70 people in just 6 years
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Ep. 1 – How a clear vision helps André Steenkamp build All-Gen Group that employs more than 70 people in just 6 years

The inspirational journey of André Steenkamp and how he is building All-Gen Group.  In just 6 years he built the business from scratch and currently employs more than 70 people. Join us as we go deep to find out how André is doing it and what his vision is all about. Transcript: Will be added…

The thing our businesses do every day that ruins our reputations (and what to do about it)
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The thing our businesses do every day that ruins our reputations (and what to do about it)

Working with, and having contact with, many financial advisers and their practices each week, I started noticing an alarming trend. Then I started noticing the exact same trend with businesses in completely unrelated industries as well. I became very aware of this and the impact it has on my perception of these businesses and even…