Revenue Management and Planning for Financial Advice Practices

There are five building blocks in any business. One of these is financial management. An aspect so critical that without it, the other four building blocks won’t keep the business alive.

In this live online session, Francois is joined by Johan Vosloo from Commspace to discuss revenue management and planning for financial advice practices.

The environment

Ever-increasing costs, multiple revenue streams (even from one provider), unexpected and often unforeseen events, and managing all of this is a big task. Looking at your bank statement and commission statements is simply not enough. If doable in the first place.

Businesses must be agile and adapt at speed in today’s environment. Without the right data and insights to base decision on, this becomes a daunting task. Planning, managing and analysing revenue are the most important activities to ensure sustainability and growth.

Relevant information about the webinar

What to expect

  • The difference between revenue management and commission management
  • The value of proper revenue management
  • How to do revenue planning
  • How to manage revenue
  • Analytics and revenue management
  • How technology can help you with managing and planning revenue

Who must attend

  • Financial Advisers, Financial Planners, Financial Coaches;
  • Accountants, tax practitioners;
  • Small Business Owners;
  • Broker Consultants and Account Managers;
  • Para planners;
  • Sales and Branch Managers;
  • Support staff;

CPD points

Earn 1.5 verifiable technical CPD points

Course Information

Estimated Time: 75 mins

Difficulty: Intermediate

Course Instructor

Francois du Toit, CFP® Francois du Toit, CFP® Author

Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

Revenue Management

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Recorded CPD Online Session

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