Podcast Episodes
Back to Search
The Power of Outsourcing to Get Your Time Back
Season 3 Episode 32
Send us Fan Mail
Every financial planner and financial adviser is complaining that they do not have enough time to spend with clients. Instead, their …3 years, 6 months ago
Getting the most out of technology for your financial planning practice
Season 3 Episode 31
Send us Fan Mail
Financial planners and advisers are forever looking for new technology. Technology that is friendlier and easier to use. Technology t…
3 years, 6 months ago
Is this what the future holds for Independent Financial Advisors?
Season 3 Episode 30
Send us Fan Mail
Having observed some interesting trends over the last while, having been part of several conversations... it seems that the future of…
3 years, 7 months ago
True client engagement - the key
Season 3 Episode 29
Send us Fan Mail
How do you define client engagement? What does it look like in your mind? Are you intentionally creating an environment and opportuni…
3 years, 7 months ago
Stop waiting for things to change
Season 3 Episode 28
Send us Fan Mail
Hope is a dangerous thing. Hoping that anything would change provides a false and temporary sense of confidence. Belief is such a cru…
3 years, 7 months ago
Communicating your financial planning business's values effectively
Season 3 Episode 27
Send us Fan Mail
If you want people to work with you and your business, you have to be clear on what you stand for. You can get clear by spending time…
3 years, 7 months ago
What it takes to be in the 1% and why you must care
Season 3 Episode 26
Send us Fan Mail
It is way too easy to become complacent. To accept and settle for where we are. To do what everybody else is doing. To give up on dre…
3 years, 8 months ago
Living beyond 100 - the changing retirement landscape ft Wynand Gouws
Season 3 Episode 25
Send us Fan Mail
The likelihood of living beyond 100 is becoming a massive reality. We hear of more and more people celebrating their 100th birthday. …
3 years, 8 months ago
How hedge funds are entering the financial advice space ft Alan Yates
Season 3 Episode 24
Send us Fan Mail
Hedge funds are making their way into the retail financial advice space. What does this mean? Why is this happening and how are they …
3 years, 8 months ago
Pursuing their passion for helping people ft. PJ and Geo Botha
Season 3 Episode 23
Send us Fan Mail
The dynamic duo. Brothers PJ and Geo Botha.
The old adage that the Oak tree does not grow in the shadow of the Cypress applies to the …
3 years, 8 months ago