Is financial advice an Industry or Profession?

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
• support@asset-map.com 
• 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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