Rethink. Financial Advice

Is financial advice an Industry or Profession?


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Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn.  Kobus is well respected not only in his homeland, South Africa, but globally as a professional driving advisors forward.  A big part of this is his mission to help transform our industry into a profession.  Learn more about why this is so important and also how he is all-in with being a Virtual advisor and how he did it in 100 days!


Kobus, Adam & Derek discuss:

  • How Kobus got started
  • His addiction to South Africa
  • Why it’s vitally important for advisors to shift from being in an industry to embracing our profession
  • His experience with the pandemic and how he used it to transform his business to that of 99% virtual while traveling the world


Resources:

  • Connect with Kobus on LinkedIn
  • Follow Kobus on Twitter
  • Follow Kobus on Instagram
  • Connect with Kobus on the ProfileMe app
  • Follow RethinkFA on LinkedIn
  • Apply to be a guest on the RethinkFA Think Tank



Connect With Adam Holt:

  • Schedule an Asset-Map Demo
  • [email protected] 
  • 888-664-8850
  • Asset-Map 
  • LinkedIn: Adam Holt
  • LinkedIn: Asset-Map
  • Facebook: Asset-Map
  • Twitter: Asset_Map
  • YouTube: Asset-Map 


Connect With Derek Notman:

  • Schedule a Call with Derek
  • Conneqtor
  • LinkedIn: Derek Notman
  • LinkedIn: Conneqtor 
  • Twitter: Derek Notman
  • Twitter: Conneqtor
  • Facebook: Conneqtor 
  • YouTube: Derek Notman 


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Rethink. Financial AdviceBy H. Adam Holt, CFP and Derek N.H. Notman, CFP

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