a fresh perspective on the value of compliance and will make you rethink its role.
The COFI Bill (Conduct of Financial Institutions) aims to significantly streamline the legal landscape for conduct regulation in the financial sector, and to give legislative effect to the market conduct policy approach.
understanding re-platforming and its impact ft. Mickey Gambale
A discussion about important aspects that must be considered when you want to make use of virtual assistants and we share practical examples of what works well and what does not.
A discussion about adapting to the new world of financial advice and wealth management
we discuss making the leap from a financial adviser to a business owner, even if you still fulfill the role of a financial adviser in the business or practice.
We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.
We discuss the future of the independent financial advisor.
Join us for a discussion on what true client engagement looks like and the key to doing it successfully.
In this episode, we talk about change, how to effect change with purpose, and how to stop waiting for change to happen.