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Episodes
Monday Mar 08, 2021
Monday Mar 08, 2021
Bertie Nel, Head of Financial Planning and Advice at Momentum Distribution shares some positive thoughts on the 2021 Budget.
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Tuesday Oct 20, 2020
the value of Sustainable Investment for a greater society with Nersan Naidoo
Tuesday Oct 20, 2020
Tuesday Oct 20, 2020
Nersan Naidoo, CEO, Sanlam Investments takes us through the value of Sustainable Investment for greater society and how we can achieve sustainable investment goals.
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Monday Oct 19, 2020
Monday Oct 19, 2020
Jackie Palframan, CFP, Senior Lecturer Business Management at Nelson Mandela University chats to me about Professionalism in the Financial Planning Industry and the role of formal qualifications.
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Monday Oct 19, 2020
Monday Oct 19, 2020
Almo Lubowski, well known financial planner, financial advice “activist” and advisor coach gives us a heads up on his upcoming FPI Virtual Convention talk.
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Monday Oct 19, 2020
Monday Oct 19, 2020
Warren Ingram, Executive Director at Galileo Capital and salted financial professional, gives a heads up on his upcoming presentation at the FPI Virtual Convention
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Thursday Oct 08, 2020
Financial advice during lockdown and the future with Schalk Milan
Thursday Oct 08, 2020
Thursday Oct 08, 2020
Financial advice during lockdown and the future. Schalk Malan, CEO of Brightrock shares their experience and outlook.
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Monday Oct 05, 2020
The exciting world of financial advisor technology with Robyn Clay
Monday Oct 05, 2020
Monday Oct 05, 2020
Robyn Clay, Chief Relationship Officer at Linktank discusses the exciting world of financial advisor technology and how to make the shift for a practice.
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Thursday Sep 03, 2020
Thursday Sep 03, 2020
Dan Hugo, Chief Executive Distribution at PSG Konsult takes us through the challenges facing wealth managers at the moment and sets out what it takes to be a professional wealth advisor?
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Thursday Sep 03, 2020
Insane Prospecting Webinars with Jason Bernic
Thursday Sep 03, 2020
Thursday Sep 03, 2020
Cover spoke to Jason Bernic, Executive Life Coach in the financial planning and wealth management space about prospecting and the free webinars he has launched.
Free Insane Prospecting Webinar: https://www.successcoaching.co.za/insane-prospecting
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Wednesday Jul 15, 2020
Wednesday Jul 15, 2020
Hayley Brown, PPS Investments discusses their newly created Family Benefits opportunities.
Music By: https://www.bensound.com/
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