Info

NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
RSS Feed
NextGen Planners
2022
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
May
April
March
February
January


2020
December
November
October
September
July
June
April


All Episodes
Archives
Now displaying: December, 2020
Dec 17, 2020

In this episode, Dan speaks to Louis van der Merwe CFP ® who is a financial planner and the owner of Wealthup in Western Cape, South Africa.

We discuss:

  • How financial planners can become sidetracked by technology
  • The state of financial planning in South Africa
  • Some tips on completing the CFP
  • Much, much more…

Enjoy!

1