The 2024 FPI Financial Planner of the Year Finalists

PROpulsion LIVE

In this special episode, we interview the three finalists for the 2024 FPI Financial Planner of the Year: Gareth Collier, René van de Spreng, and Rudolph Geldenhuys. Each finalist brings a unique perspective on financial planning, shaped by their diverse backgrounds and experiences.
Gareth Collier discusses the importance of independence and professionalism in financial planning, as well as the challenges of regulatory compliance. Rudolph Geldenhuys shares insights on balancing community involvement with professional practice, the role of education in shaping financial strategies, and key investment principles. René van de Spreng focuses on the complexities of managing wealth for high net worth individuals, the importance of holistic financial planning, and the influence of his varied career experiences.
Join us to gain valuable insights from these leading financial planners on how to navigate the complexities of the financial planning profession and provide exceptional service to clients.
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Connect with the Finalists:
Gareth Collier on LinkedIn: / gareth-collier-cfp-%c2%ae-2887b15b
Crue Invest on LinkedIn:
/ crue-invest-pty-ltd
René van de Spreng on LinkedIn: / ren%c3%a9-van-de-spreng-6aaba7150
Apex Private Wealth LinkedIn:
/ apexprivatewealth
Rudolph Geldenhuys on LinkedIn: / prgeldenhuys
-- Blue

Rozdziały

1. The 2024 FPI Financial Planner of the Year Finalists (00:00:00)

2. Financial Planner of the Year Finalists (00:00:06)

3. Elevating Financial Planning Professionally (00:14:51)

4. Financial Planning and Investment Strategy (00:20:11)

5. Financial Planning Compliance and Professionalism (00:26:26)