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How to reach your full potential today ft. Ronel Jooste
Season 3 Episode 11
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Do you feel like you have big dreams, you are putting the blood, sweat, and tears to make them a reality yet you feel like you are no…
3 years, 11 months ago
Demonstrating the true value of financial advice ft. Edden Kift
Season 3 Episode 10
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As a financial planner and adviser, you know how valuable the advice is that we provide our clients. It is intuitive. However, we oft…
3 years, 11 months ago
Lifedocs helps you take control before it is too late ft. Geoffrey Harmuth
Season 3 Episode 9
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Many individuals and families are usually unprepared for emergencies and their inevitable passing. Loved ones are often left with no …
4 years ago
Embrace technology to grow your practice and take back your life ft. Gustav Neethling
Season 3 Episode 8
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Many financial advisors and planners do not have a plan.
We still believe in the old adage that we must treat everyone the same. That …
4 years ago
Costly mistakes to avoid in your financial planning practice
Season 3 Episode 7
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Mistakes whether big or small, once-off or ongoing, knowing or unknowing are costly. Not only in terms of money. It impacts many diff…
4 years ago
Delivering a new required level of customer experience
Season 3 Episode 6
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The game has changed. Client expectations have changed. The fundamentals may have stayed the same but the way in which we deliver req…
4 years, 1 month ago
Carving out a niche and owning it across all aspects ft. Stefan Bothma & Werner Hattingh
Season 3 Episode 5
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Stefan Bothma and Werner Hattingh are a duo with their sights set on changing the way financial planning and advice are delivered to …
4 years, 1 month ago
5 top must-have technology tools for your practice in 2022
Season 3 Episode 4
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Technology is critical for financial planning and other professional practices that must reinvent and reimagine their businesses, the…
4 years, 1 month ago
Financial Planner Productivity and Time Management Secrets
Season 3 Episode 3
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What is the secret to high productivity, great time management, and efficiency for financial planners?
We answer these questions and w…
4 years, 1 month ago
Unbelievable lessons for financial planners from a Pro MTB coach ft. Barry Austin
Season 3 Episode 2
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I spent a lot of time with Barry Austin in December 2021 and the conversations we had simply blew my mind. His approach to coaching P…
4 years, 2 months ago