seema naicker

Building a business | Podcasts | Self Development

S2E12 – The one key you need for success

ByFrancois du Toit, CFP® May 1, 2021

In this episode, we talk about which key is vital for success, why without it you are unlikely to achieve success, and how you can strategize and have a structure that helps you incorporate this key into everything you do.

Branding | Marketing | Podcasts | Practice Management

S2E5 – Your client onboarding experience

ByFrancois du Toit, CFP® March 6, 2021March 5, 2021

A solid onboarding process is critical to lay a solid foundation right from the start and to reinforce that the client made the right decision to choose you amongst so many other options.