Is financial advice an Industry or Profession? Featuring Kobus Kleyn on the latest Rethink The Financial Advisor Podcast Episode 31.
Summary:
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 some 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
- And lots more!
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]Â
- 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: ConneqtorÂ
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: ConneqtorÂ
- YouTube: Derek Notman
You are able to listen to the full podcast here.
