Ep. 7 - Everything you want to know about running a fee-based practice with Arno Burger

05/14/19 • 57 min

Arno Burger, CFP® started his practice as a young, 25-year old in a flatlet at the back of his house in 1992. His clear vision and strong work-ethic quickly got him to move to bigger offices.
In 1994 he started charging fees, and although it was by no means perfect, he pioneered the business model in South Africa in his own unique way.
We discuss what led him to make the change and the journey and learnings over the years and we get into detail about his model. We discuss setting prices, something that is a challenge for most financial planners.
Arno discusses the structure of the business, FIDIUS, and their intentional approach to ensure clients do business with FIDIUS and not the individuals in the business. We talk about the FIDIUS client experience, all the technology they employ and we get to know Arno a little better and find out how he gets away from the business when not working.

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Ep. 6 - How Mariette Tappan Became the First Certified Financial Transitionist® in Africa

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With a career spanning over 25 years, Mariette Tappan decided to take herself out of her comfort zone. To challenge herself. With the aim of providing her clients with a powerful proposition by helping them through significant changes in their lives, so they can move forward.
This led her to the Financial Transitionist® Institute in America, founded by Susan Bradley.
It took her 12 months and lots of effort to receive her certification and to become the first Certified Financial Transitionist® Planner in Africa.
In this episode, we talk to Mariette about her early business life where she ran a successful import and export business and where the Helderberg disaster had a significant and unforeseen impact on the business (she shares the story with us).
She then joined the financial services industry and we find out what is driving her.
We talk in depth about what a Financial Transitionist® is, the process of becoming one and what it truly means for her and her clients. We also talk about the concept of adaptive planning and the importance of resilience.
Something Mariette learned early on in her career... if you stand still, you fall behind.
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Ep. 8 - Financial Wellness for Financial Advisers - Walking our own talk with Francois du Toit

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Financial wellness is a topic we often discuss in relation to clients and consumers. However, a challenge for many financial advisers, especially in the early days, is to manage their own finances while building a new practice and ensuring their own financial wellness.

Francois du Toit, CFP® discusses the first step that financial advisers can take to ensure financial wellness in their own lives. He goes on to discuss good and bad debt for financial advisers, the "fake it 'till you make it" myth, the ramifications of financial unwellness on financial advisers, the two types of expenses and how it can help you make better money decisions, who financial advisers are taking advice from and he ends off with a solid strategy that will set financial advisers on the path of financial wellness. From day one.