Costly mistakes to avoid in your financial planning practice
We highlight several mistakes that are costing you, your practice, and your clients. Not only that, but we also discuss solutions to help you avoid these mistakes.
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Carving out a niche and owning it across all aspects ft. Stefan Bothma & Werner Hattingh
Stefan Bothma and Werner Hattingh are a duo with their sights set on changing the way financial planning and advice are delivered to a very specific niche of professionals.
They have always said that they do not want to be everything for everyone, but they do want to be everything for somebody.
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Lessons for financial planners from a Pro MTB coach ft. Barry Austin
Pro MTB coach shares lessons that translate seamlessly to what we do as financial planners and what we need to build and grow amazing businesses and practices.
