S3E11 – How to reach your full potential today ft. Ronel Jooste
Francois du Toit talks to Ronel about how we can unlock our full potential and achieve long-lasting success in all areas of our lives.
S3E10 – Demonstrating the true value of financial advice ft. Edden Kift
Join Francois du Toit and special guest, Edden Kift, Head of Business Solutions at Portfoliometrix, for a conversation about how we can demonstrate (and deliver) our value to clients.
S3E9 – Lifedocs helps you take control before it is too late ft. Geoffrey Harmuth
Francois du Toit talks to Geoffrey Harmuth CA(SA), co-founder and CEO of Lifedocs. They unpack the challenges and solution to the problem when it comes to keeping track of a client’s entire estate before it is too late.
S3E8 – Embrace technology to grow your practice and take back your life ft. Gustav Neethling
Francois du Toit speaks to Gustav Neethling, the Director of The Financial Emporium as well as WealthPro, to unpack current challenges in financial planning practice and to discuss solutions and practical approaches to growing with confidence but without stress.
S3E7 – Costly mistakes to avoid in your financial planning practice
We highlight several mistakes that are costing you, your practice, and your clients. Not only that, but we also discuss solutions to help you avoid these mistakes.
S3E6 – Delivering a new required level of customer experience
We discuss several different ways in which we can level up our customer experience.
S3E5 – Carving out a niche and owning it across all aspects ft. Stefan Bothma & Werner Hattingh
Stefan Bothma and Werner Hattingh are a duo with their sights set on changing the way financial planning and advice are delivered to a very specific niche of professionals.
They have always said that they do not want to be everything for everyone, but they do want to be everything for somebody.
S3E4 – 5 top must-have technology tools for your practice in 2022
We share the top 5 technology tools to consider for your financial planning practice as well as their value and expected impact.
S3E3 – Financial Planner Productivity and Time Management Secrets
The secret to high productivity, great time management, and efficiency for financial planners.
S3E2 – Unbelievable lessons for financial planners from a Pro MTB coach ft. Barry Austin
Pro MTB coach shares lessons that translate seamlessly to what we do as financial planners and what we need to build and grow amazing businesses and practices.