virtual financial planning

Building a business | Podcasts | Technology

Ep. 23 – Running a virtual financial planning practice with Derek Notman
ByFrancois du Toit, CFP® September 2, 2020June 23, 2025

We discuss the benefits of- and how to run a virtual financial planning practice

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Building a business | Fee-Based Practice | Podcasts | Technology

Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate Holmes
ByFrancois du Toit, CFP® June 20, 2020June 23, 2025

The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want

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