Ep. 20 – How financial planning businesses should approach the adoption of technology with Barrie van Zyl
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Ep. 20 – How financial planning businesses should approach the adoption of technology with Barrie van Zyl

We discuss technology in financial services, how financial planning businesses of all sizes should approach the adoption of technology and some lessons learned in the recent past.

Ep. 14 – The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo
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Ep. 14 – The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo

The biggest challenge (and frustration) for any FSP of any size is to manage commissions, ongoing fees, and other revenue.  Each product provider has its own unique format for commission statements and even what they call different commissions.  Commissions come in, commissions go out.  Managing splits to advisors in the FSP or referral fees to…