We discuss the future of the independent financial advisor.
Join Francois du Toit for a discussion on business values, how to get clear on them, and how to communicate them effectively.
David returns to the show to discuss what South Africa can do to get onto the road to recovery and to stay on this road.
We celebrated the 1 year anniversary of starting PROpulsion LIVE or as it was originally called “Virtual Coffee with Francois”
When it comes to learning for financial advisers, you will find a variety of offerings and solutions. Especially with the CPD requirements announced in BN194 of 2017 that financial planners and advisers must adhere to if they want to keep their license to provide advice and intermediary services. Regulatory requirements often create an environment where…
I recently posted my thoughts around continuous professional development (or CPD for short) for financial planners and financial advisers on Linkedin but I wanted to elaborate more on my views by writing this article. It will be great to hear your perspective and experience with CPD offered in the market since it became a Fit…
When you combine your financial planning and tax experience obtained since 1998 with a passion for learning, technology and business, you quickly find yourself in an overwhelming position. One where you can offer and help financial professionals with anything and everything they need. And then you try to do exactly that. I recently published a…
Chances are great that you are also making this very mistake. It happens naturally. Especially when you move from being an employee to venturing out on your own. And it doesn’t even matter which type of business or industry you are in. Focusing on what I can do I have been in the insurance and…
We talk to Lelane Bezuidenhout and David Kop from the Financial Planning Institute of Southern Africa about the future of financial planning and where things are headed
I always had this yearning to learn more about coffee and specifically how coffee is supposed to be made (the drink, not the bean). I came across the “Coffee Talks” sessions offered by the Green Bean Coffee Roastery in Muldersdrift, and it sounded like a great introductory opportunity. And at only R 250 per person,…