Why Financial Advisers Must Think Like Business Owners with Johann Maree

About this episode

Francois du Toit discusses with Johann Maree the importance of treating financial advisory firms as proper businesses.

Send us Fan Mail What is the difference between practice management and business management, and why does it matter so much for financial advisers today? In this episode of PROpulsion Live, I speak with Johann Maree about why advice firms need to be run as proper businesses, not just busy adviser-led practices. With more than 35 years of experience across South Africa and Australia, Johann shares what he has learned about business models, client segmentation, fee-for-service, client engageme...

People in this episode

Host: Francois du Toit

Guest: Johann Maree

Topics covered

• financial advice
• business management
• practice management
• client engagement
• fee-for-service

Keywords

• financial advisers
• business models
• client segmentation
• practice management
• business management

Mentioned in this episode

Places: South Africa, Australia

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