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Send us Fan Mail The advisory landscape changed significantly during the 2008 financial crisis. And now, it has done so again after the COVID-19 pandemic. Only this time the shift was even greater and much faster. The old way of running and building a financial planning or wealth management practice is no longer sustainable. In this episode, Francois du Toit talks with Ian van Schoor, CEO of Advic...

Send us Fan Mail Here is a truth no financial adviser can deny: At some point, you will want to exit your practice (for whatever reason) and then you need your financial advisory practice to be worth as much as possible. Simply doing the work of a financial adviser well, building assets under management, charging fees, and providing good service is not enough! Building a business that is exponenti...

Send us Fan Mail Every financial planner and financial adviser is complaining that they do not have enough time to spend with clients. Instead, their time is consumed by administration, compliance, emails, preparation, and staff issues. In almost all cases it is evident that the financial planner or adviser feels obligated and responsible to deal with each of these aspects personally. The cost of...

Send us Fan Mail Financial planners and advisers are forever looking for new technology. Technology that is friendlier and easier to use. Technology that fosters more engagement. Technology that can automate more tasks and processes. Many financial planners and advisers have even gone so far as to develop their own software for their businesses. This works so well for them that they believe they b...

Send us Fan Mail Having observed some interesting trends over the last while, having been part of several conversations... it seems that the future of the independent financial advisor (IFA) we have discussed 2 years ago has started to come true... Does the question beckon if this will be the fate for some, for most, or for all IFAs? Join us for a discussion on the future of the independent financ...

Send us Fan Mail How do you define client engagement? What does it look like in your mind? Are you intentionally creating an environment and opportunity for your clients to be fully engaged during their interactions with you? Are they co-creating their financial plan with you? There is nothing more dangerous than hearing the words " I don't know, you are the expert, I will do what you te...

Send us Fan Mail Hope is a dangerous thing. Hoping that anything would change provides a false and temporary sense of confidence. Belief is such a crucial part of success, right? All I need to do is believe. Hoping does not change anything. In this episode, we talk about change, how to effect change with purpose, and how to stop waiting for change to happen. ---- Please subscribe ---- Click the SU...

Send us Fan Mail If you want people to work with you and your business, you have to be clear on what you stand for. You can get clear by spending time articulating your values but then those values must be communicated to clients and the market in which you want to operate. A lot goes into values. It is not only about coming up with values for a poster against the office wall or ticking a box show...

Send us Fan Mail It is way too easy to become complacent. To accept and settle for where we are. To do what everybody else is doing. To give up on dreams or to tell ourselves that this is as good as it gets! Raising the bar is much more than a tagline, slogan, or saying. It is a strong call to action that only a few will answer. Join me for a great discussion on this topic and hear what it takes a...

Send us Fan Mail The likelihood of living beyond 100 is becoming a massive reality. We hear of more and more people celebrating their 100th birthday. Will your and your client's money last as long too? Wynand Gouws wrote a book on this! He joins us for a great discussion on the increase in longevity and its impact on planning for retirement. We also get into being intentional in your journey...

Send us Fan Mail Hedge funds are making their way into the retail financial advice space. What does this mean? Why is this happening and how are they gaining traction? There are many misconceptions when it comes to hedge funds. Join Francois du Toit and Alan Yates, Head of Distributions at Peregrine Capital, for a discussion on the topic. Some of the aspects we cover, include: 💸 Hedge fund basics...

Send us Fan Mail The dynamic duo. Brothers PJ and Geo Botha. The old adage that the Oak tree does not grow in the shadow of the Cypress applies to the relationship between Geo and PJ. Both. They rarely step on each other's toes. PJ is the analytical thinker who established new structures within the Bovest wealth company. Whereas Iron Man athlete Geo is the dreamer with a strong inkling toward...

Send us Fan Mail The goal of content marketing is simple. It is to provide solutions to the problems of the person you are talking to. To add value. To make a difference. One would think (and believe) that once you have given a solution through the content you created, then the business opportunity is lost. Alas! Join Francois du Toit for a discussion about content marketing that hits the spot, ma...

Send us Fan Mail Success is rarely a straight line upward; it is often interrupted by factors, in the form of opportunities and threats, that are constantly reshaping our operating environment. The speed and frequency of these shifts require a fresh and flexible approach to building business profitability and asset value. Mandy Murphy is a Business Coach at Old Mutual Wealth Business Coaches. They...

Send us Fan Mail Marguerite Engelbrecht is a Lifestyle Financial Planner and Coach at MyJourney2Freedom and her story is one of inspiration and a stark reminder. Join Francois du Toit and Margeurite Engelbrecht for their conversation on: - Marguerite's journey - Building a values-led business - Growing your business through collaboration and merging - Financial coaching ---- Connect with our...

Send us Fan Mail Will you do the work for free? It will be great exposure for you! You can get a lot of great insights and feedback. This will be a great marketing opportunity for you. We don't have the budget right now. This will lead to more opportunities. Sounds great, right? We have all been offered these "fantastic offerings". Even worse, in financial services, we have been cul...

Send us Fan Mail One of the unintended consequences of what financial professionals have been advising for decades turned out to be a challenge when trying to make sense of one's entire wealth position. The advice is sound. However, it makes reporting on the progress extremely difficult. In this episode, Francois du Toit talks with the co-founder and CEO of Comotion Business Solutions and See...

Send us Fan Mail INN8 is changing the way investments are done. An innovative, built from the ground up, investment platform. Join Francois du Toit and Georgina Smith, Head of Distribution: Investment Platform at INN8 for a discussion about the INN8 journey, how they partner with advisers, and how they are helping advisers with practice management. We discuss what advisers need to thrive in today&...

Send us Fan Mail How, when, and where financial planners engage with their clients have dramatically changed since 2020. Client expectations are completely different from before. Furthermore, Zoom (and Teams, Google Meet, etc.) Fatigue is a real thing and financial planners must find new and exciting ways to engage and meet with clients. Overlay the ability to now working from anywhere, whilst tra...

Send us Fan Mail Efficiency means a lot of things. It unlocks a lot of opportunities and possibilities. Efficiency gives you more time. Efficiency creates better customer experiences. Efficiency increases profitability. Efficiency helps you move faster than the competition. How does one create efficiency? Two ways are to employ fit for your practice technology and outsourcing functions that are no...

Send us Fan Mail Terence Tobin started building the practice of his dreams from the ground up. He is very clear on what he does and who he serves: He helps young families make sense of their financial needs and ensure they are able to provide for themselves and their kids. Wow. Clarity is everything! And not only that, he built his practice around a fee-based model that works for him and his clien...

Send us Fan Mail Dan Graham is a true mover and shaker! And boy, is he shaking things up. Dan's LinkedIn headline explains best what he does and who he is: 💥 Helping financial service heroes thrive | 💥 Popping docs for financial planners | 💥 Head of Community at NextGen Planners | 💥 Co-founder of docVinci Dan brings a new fresh way to do marketing. Making finance and financial planning fu...

Send us Fan Mail Do you feel like you have big dreams, you are putting the blood, sweat, and tears to make them a reality yet you feel like you are not reaching your full potential? As if something is still missing? Our special guest is Ronel Jooste CA(SA). Ronel is a SACBW Business Woman of the Year (Gauteng), a Business & Financial Consultant and owns PhysEQFiT Wellness, Guesthouse, and Spa....

Send us Fan Mail As a financial planner and adviser, you know how valuable the advice is that we provide our clients. It is intuitive. However, we often grapple with how to demonstrate this to clients and to consumers at large. 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...

Send us Fan Mail Many individuals and families are usually unprepared for emergencies and their inevitable passing. Loved ones are often left with no idea of where assets, liabilities, and important information are found. Financial Advisors are frequently at a disconnect in understanding their customers’ holistic life position and struggle with effective communication and document sharing capabili...