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Financial Advisor

Shifting the way people think, feel and behave with money

Changing behaviour requires constant engagement, persistent action and various approaches, says Jean Archary CFP®, Author, Speaker, Founder, Financial Wellness Coach

The balancing act

Coaching is perhaps the most crucial role in progressive financial planning says, Kim Potgieter CFP®, Director, Chartered Wealth Solutions,

Practice valuations. Part 3 – Increasing the value of your practice

This article, the third and final in a three-part series on practice valuations by Fairbairn Consult, will help you understand what you should do to increase the value of your financial planning practice,

Adopt a coaching way of being and help your clients solve...

According to Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, for a financial advisor to have a real impact in a client’s life, the first step must be to help the client understand themselves. This helps the advisor and client build a shared understanding of the client’s situation.

The future of financial planning: getting clients to understand that money...

Joe Chetty, Financial Planner and Founder of School of Savings South Africa, shares the beginning and ends to successful financial planning. The mission to educate, guide and encourage families to generational wealth has lead to prosperous client relationships and it continuous to bear fruits.

Transitioning from financial planning to financial coaching

More listening and less talking proved effective when leading clients to a healthier relationship with their finances, shares Nilan Pillay, Certified Financial Planner and Coach, iWealth Consult

Be a cut above the rest

The University of Johannesburg offers a degree that encompasses a research and integrated financial planning module with a strong focus on equipping students with the necessary competencies and skills through the “real life experience” embedded in the structure of the modules.

How menterning cultivates innovation

Kim Potgieter CFP®, Director at Chartered Wealth Solutions, believes a 'menterning' programme (menterning = mentor + intern) is not difficult to implement and can be successful in the smallest companies, between two individuals and in larger groups.

How I apply coaching in my financial planning practice

Terence Tobin, Founder of Rich Ideas Group speaks about his financial planning journey and how the pricing model has evolved for the benefit of his practice.

Giving young financial advisors the momentum they need to succeed

If you have an entrepreneurial spirit, if you are young and driven and if you are ready to grow a nation, then Momentum has a cutting-edge opportunity for you.