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Guiding Clients Through the Midlife Transition with Kim Potgieter
Season 5 Episode 26
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In this episode, we interview Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions. Kim is a Professional …
1 year, 7 months ago
Enhancing Client Engagement with Kirsty du Toit
Season 5 Episode 25
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In this episode, we interview Kirsty du Toit, Director of Financial Planning for Asset-Map South Africa. Kirsty is a Certified Financ…
1 year, 7 months ago
AI Trends and Challenges for the Future with Johan Steyn
Season 5 Episode 24
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In this episode, we interview Johan Steyn, an advocate for Human-Centered Artificial Intelligence and a key figure in the development…
1 year, 8 months ago
The 2024 FPI Financial Planner of the Year Finalists
Season 5 Episode 23
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In this special episode, we interview the three finalists for the 2024 FPI Financial Planner of the Year: Gareth Collier, René van de…
1 year, 8 months ago
Helping Clients Make Small Changes for Big Results with Warren Ingram
Season 5 Episode 22
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In this episode, we interview Warren Ingram, co-founder of Galileo Capital and author of four personal finance books. With over 25 ye…
1 year, 8 months ago
Simply Navigating Complexity with Lara Warburton
Season 5 Episode 21
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In this episode, we interview Lara Warburton, the FPI Financial Planner of the Year for 2023 and Managing Director of Integral Wealth…
1 year, 8 months ago
This, that, and the other - A mix of issues and solutions for financial advisers
Season 5 Episode 20
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In this episode, we tackle a mix of crucial issues and solutions for financial advisers.
Learn how to elevate your virtual meeting set…
1 year, 9 months ago
Aligning Value Propositions and Technology Solutions with Gareth Hopkins
Season 5 Episode 19
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In this episode, we interview Gareth Hopkins, an experienced operations and client support professional in the information technology…
1 year, 9 months ago
Making an Honest Living Through Lifestyle Financial Planning with Dirk Groeneveld
Season 5 Episode 18
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In this episode, we interview Dirk Groeneveld, a Financial Planner with nearly 34 years of experience, and a Lifestyle Financial Plan…
1 year, 10 months ago
Getting better at dealing with and adapting to change
Season 5 Episode 17
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In this episode, we delve into the topic of change management within the financial planning profession. We explore why managing chang…
1 year, 10 months ago