Recordings - March 2025
Session 1
Session 2
Session 3
Session 4
Session 5
Session 6
Download the eBook
Session 1
Foundations of effective advice engagement Part 4 with Bennie Gouws
Advice Engagement is the discipline of delivering value-adding advice to clients in a way that they understand and which empowers them to make informed decisions, whilst highlighting the value of the financial planner. This approach helps us to reimagine how we deliver financial planning.
Part 1, 2, and 3 covered the research highlighting the fundamental challenge with rendering financial planning, the principles of delivering more engaging advice to clients, and whether this approach is scalable and whether it can be delivered cost effectively.
Part 4 focuses on demonstrating advice engagement in practice.
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Session 2
Indexation in a Volatile Market with Bernisha Lala
Bernisha discusses how different indexation strategies can safeguard investments against inflation.
Highlight which indices are more resilient in volatile economic environments.
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Session 3
The Digital Savvy Adviser: SA 2025 Social Media Trends & Smart Corner Stone Content Strategies with Rizanne Oosthuisen
The latest 2025 South African digital stats are here! But what do they mean for financial advisers looking to stay visible and relevant?
In this session, we break down which platforms South Africans are actually using and how that impacts the cornerstone content you create. More importantly, we’ll show you how to make content creation more streamlined—without spending hours online.
What You’ll Learn (That We Didn’t Cover Last Time!):
- Freshly Released SA Digital Stats – Find out where South Africans are engaging online in 2025 and what that means for advisers.
- Expert-Led Content – How to position yourself as a go-to adviser using trusted, high-value insights.
- Interactive Content – The power of quizzes, polls, and tools to increase client engagement.
- Cornerstone Content Strategy – Create one powerful piece of content and repurpose it across multiple platforms without extra work.
- Where to Post & How to Repurpose – Get the most out of your content based on where your audience actually is.
Download Rizanne’s Slides
Session 4
The Role of Data in Your Practice with Jaweed Allie
The power of data is invaluable and in today’s world, it has become part of our everyday life. In this session, we will unpack why data is important and how it helps financial advisers understand their clients’ needs, make better and informed risk-based decisions and to proactively plan and forecast for the future.
We touch on the governance and risk structures needed to ensure client information remains secure and protected. With the rapid advancement of artificial intelligence (AI), we will cover how this could make financial planning more efficient and responsive to each individual client’s situation.
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Session 5
Financially Sustainable Practices with Guy Holwill
As a financial advisor, you know that financial sustainability is key to long-term success. During this session, we’ll explore how passive income is the foundation of true financial stability and why some of the most successful companies—across various industries—have moved from once-off (upfront) income to ongoing (passive) revenue. The same principle applies to financial advisors, and we’ll show how top earners in the industry generate the bulk of their income through recurring revenue streams, rather than relying on once-off commissions.
We’ll discuss how you can structure your business for long-term stability, moving beyond upfront commissions to a more sustainable income model. Along the way, we’ll cover key financial principles to help you make smarter financial decisions. More importantly, we’ll highlight how passive income leads to greater financial security, stronger client relationships, and steady business growth.
Using real industry data, we’ll break down how successful advisors transition from once-off fees to As & When (A&W) commissions, subscription-based models, and ongoing advice fees—and how you can do the same. We’ll also share practical strategies to help you make this shift while keeping your business profitable in the short term.
By the end of the session, you’ll see why shifting from transactional sales to holistic financial planning not only benefits your clients but also ensures a more resilient and profitable business for you. If you want to future-proof your income and build lasting financial security, this is the session for you.
Download Guy’s Slides
Session 6
Powerful Leadgen Strategies Any Adviser Can Do with Francois du Toit
We explore practical ways to attract quality clients to your practice. You’ll learn how lead generation has evolved, who to target, and which strategies work best.
We cover one-to-one approaches like networking and referrals, alongside broader tactics such as webinars and digital content.
You’ll discover how to boost your visibility, turn clients into advocates, and make compliance work for you rather than against you.
Download Francois’s Slides
Download the eBook
Unlock the Key Insights from the Day of CPD – 4 March 2025
The Day of CPD brought together experts to share practical insights that financial planners and advisers can use to build stronger client relationships, future-proof their businesses, and improve the way they work.
We’ve captured the key takeaways in a free eBook. No sign-ups, no barriers, just straightforward access to valuable knowledge.
What’s Inside?
This eBook covers:
- Engagement Strategies – How to move beyond traditional financial planning and create more meaningful client conversations.
- Investment Best Practices – The role of strategic asset allocation in building long-term wealth.
- Digital Marketing Trends – How financial advisers can use social media effectively in 2025.
- Data-Driven Advice – Making better decisions by using data in financial planning.
- Sustainable Business Models – The shift towards passive income for financial planners.
- Lead Generation – How to attract the right clients rather than chasing them.
Each section is designed to be practical and actionable, helping you apply these ideas in your business straight away.
Get Your Free Copy
Click the link below to download your copy of the Day of CPD Key Takeaways eBook of the March 2025 event.
No email required; just useful insights to help you grow your business.
