Send us a text It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to. In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices. We explore the solo path, the...
All content for PROpulsion LIVE is the property of Francois du Toit and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Send us a text It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to. In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices. We explore the solo path, the...
Passing the Baton: Exploring Succession Paths for Advisers with Jaco van Tonder
PROpulsion LIVE
42 minutes
4 months ago
Passing the Baton: Exploring Succession Paths for Advisers with Jaco van Tonder
Send us a text Succession planning has become one of the most important — and most difficult — conversations in the financial advice profession. In this episode of PROpulsion LIVE, we welcome Jaco van Tonder, Advisor Services Director at Ninety One, to explore the realities of succession planning for independent financial advisers (IFAs). Jaco has been in financial services since 1999 and now leads Advisor Services in South Africa at Ninety One. With years of experience in sales, distributi...
PROpulsion LIVE
Send us a text It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to. In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices. We explore the solo path, the...
