S3E18 – 5 rules for when doing work for free makes sense and unlocks value for you and your business
We discuss the 5 G’s – 5 rules for when doing work for free makes sense and unlocks value for you and your business.
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S3E16 – Building incredible solutions with the right partnerships ft. Georgina Smith
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.
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S3E15 – Being an early adopter and exploring the new digital frontier ft. Kobus Kleyn
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.
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S3E14 – Financial planning practice efficiencies
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.
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S3E13 – Building the Financial Planning Practice of your Dreams ft. Terence Tobin
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.
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S3E12 – Time to bring financial marketing into the 21st century ft. Dan Graham
Francois talks with Dan about how financial planners and advisers can bring their marketing into the 21st century.
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S3E11 – How to reach your full potential today ft. Ronel Jooste
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.
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S3E10 – Demonstrating the true value of financial advice ft. Edden Kift
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.
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S3E9 – Lifedocs helps you take control before it is too late ft. Geoffrey Harmuth
Francois du Toit talks to Geoffrey Harmuth CA(SA), co-founder and CEO of Lifedocs. They unpack the challenges and solution to the problem when it comes to keeping track of a client’s entire estate before it is too late.
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S3E8 – Embrace technology to grow your practice and take back your life ft. Gustav Neethling
Francois du Toit speaks to Gustav Neethling, the Director of The Financial Emporium as well as WealthPro, to unpack current challenges in financial planning practice and to discuss solutions and practical approaches to growing with confidence but without stress.
