Podcast Episodes
Back to SearchEp. 13 - How being simple by design has resulted in atWork becoming the most loved system for Financial Advisers with Trevor Stacey
Episode 14
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atWork was the first cloud-based CRM system for Financial Advisers. The software was developed for the first time in 1998, long befo…
6 years, 8 months ago
Ep. 12 - The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit
Episode 13
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Much has transpired in the last 6 weeks as the first CPD cycle came to an end on 31 May 2019.
In this episode, we talk about what happ…
6 years, 9 months ago
Ep. 11 - Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange
Episode 12
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From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is ins…
6 years, 10 months ago
Ep. 10 - New financial planning software in South Africa that enhances client engagement with Kirsty du Toit
Episode 11
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This is our tenth episode, but the first episode dedicated to talking about technology for financial advisers and planners. Kirsty d…
6 years, 10 months ago
Ep. 9 - How to leverage radio, television and social media to build your brand and new firm with Mduduzi Luthuli
Episode 10
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Mduduzi Luthuli started Luthuli Capital, with his wife Trudy, two and a half years ago after he couldn't find the kind of wealth mana…
6 years, 10 months ago
Ep. 8 - Financial Wellness for Financial Advisers - Walking our own talk with Francois du Toit
Episode 9
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Financial wellness is a topic we often discuss in relation to clients and consumers. However, a challenge for many financial adviser…
6 years, 10 months ago
Ep. 7 - Everything you want to know about running a fee-based practice with Arno Burger
Episode 8
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Arno Burger, CFP® started his practice as a young, 25-year old in a flatlet at the back of his house in 1992. His clear vision and s…
6 years, 11 months ago
Ep. 6 - How Mariette Tappan Became the First Certified Financial Transitionist® in Africa
Episode 7
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With a career spanning over 25 years, Mariette Tappan decided to take herself out of her comfort zone. To challenge herself. With t…
6 years, 11 months ago
Ep. 5 - How do we attract, accommodate and support young financial planners with Wessel Oosthuizen
Episode 6
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Wessel Oosthuizen, CFP® was the Director for the Centre for Financial Planning Law at the University of the Free State. A Centre entr…
6 years, 11 months ago
Ep. 4 - How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice
Episode 5
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Russell Ho is a young, energetic, focused, driven and ambitious financial planner from Port Elizabeth. Listening to him, it is hard …
6 years, 11 months ago