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Episodes
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 May 27, 2020
FMI: Life Insurance podcast series Episode 5 - Life insurance advice from FMI
Wednesday May 27, 2020
Wednesday May 27, 2020
Music By: https://www.bensound.com/
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Friday May 22, 2020
Friday May 22, 2020
Hannes van den Berg, Chief Executive Officer of Momentum Consult lists a few steps financial advisers should take with clients based on current challenges
Music By: https://www.bensound.com/
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Thursday May 21, 2020
What it takes to be a professional wealth manager with Andrew Ratcliffe
Thursday May 21, 2020
Thursday May 21, 2020
Andrew Ratcliffe, CEO of Private Client Holding chats about being recognized as a top 100 global wealth manager and provides some insight into what it takes to be a professional wealth manager.
Music By: https://www.bensound.com/
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