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The realities of building a professional services business in 2024
Season 5 Episode 16
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In this episode, we talk about the intricacies of building a professional service business in 2024, focusing specifically on financia…
1 year, 10 months ago
Client Communication That Connects in the Digital Age with Tim Slatter
Season 5 Episode 15
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In this episode, we sit down with Tim Slatter, the founder of Slatter Communications and a seasoned expert in digital communication s…
1 year, 11 months ago
Strategies for Sustainable and Renewed Growth for Financial Advisory Firms
Season 5 Episode 14
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In this episode, we delve into the essential and relevant topic of business development for financial advisory firms. We start by dis…
1 year, 11 months ago
Global Trends in Financial Planning with FPI's CEO Lelané Bezuidenhout
Season 5 Episode 13
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In this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring sever…
1 year, 11 months ago
Improving Financial Advice with Strategic Client Touchpoints
Season 5 Episode 12
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In this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on bei…
1 year, 11 months ago
Strategic Lifestyle Planning for Success with Marc Sydow
Season 5 Episode 11
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We sit down with Marc Sydow, a lifestyle financial planning expert from Adviceworx, who runs his practice out of Portugal focusing on…
1 year, 11 months ago
The Five Essential Rings for Financial Advisors' Success
Season 5 Episode 10
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In this episode, we explore "The Five Rings for Lasting Success and the One Ring to Rule Them All," drawing inspiration from The Lord…
2 years ago
7 Lessons I’ve Learned from Life and Business
Season 5 Episode 9
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In this episode, we explore "Seven Lessons I've Learned from Life and Business," diving into the universal truths that have emerged f…
2 years ago
Mastering the Long Game with Russell Ho
Season 5 Episode 8
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In this episode, we sit down with Russell Ho, a young and dynamic financial planner on a mission, to discuss "Mastering the Long Game…
2 years ago
From Reluctance to Results: Changing Your Mindset on Selling
Season 5 Episode 7
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Welcome to our latest episode, where we delve into a topic that many financial planners and advisers find uncomfortable: selling. Des…
2 years, 1 month ago