PROpulsion LIVE

The 2024 FPI Financial Planner of the Year Finalists


Listen Later

Send us a text

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.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

-- Find our content valuable? Please subscribe to the YouTube channel --

Click the SUBSCRIBE button HERE:
https://www.youtube.com/@PROpulsionLive

Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

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:

...more
View all episodesView all episodes
Download on the App Store

PROpulsion LIVEBy Francois du Toit


More shows like PROpulsion LIVE

View all
The Mindset Mentor by Rob Dial

The Mindset Mentor

13,517 Listeners

Craig Groeschel Leadership Podcast by Life.Church

Craig Groeschel Leadership Podcast

10,693 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

7,087 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

The Daily Friend Show by SA Institute of Race Relations

The Daily Friend Show

12 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

123 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

4 Listeners