I wish you could take me under your wing. But thanks to UA-cam, I get to be exactly there - under your wing as a growing financial advisor. Thank you so much for this! ❤️🤭
Hi Yolanda. Thanks for the great content 👍 Please do a comprehensive video to educate us about advisor commission and EAC certificates. How to read and understand it? How to make sure you're being charged the lowest possible fee?
I once saw my financial advisor gambling at Montecasino mind you I was lazy to walk around so I walked through the casino I don’t gamble at all . Is that a red flag or was he just being a human ? Also his kinda tells small lies eg : regarding the tax free amount on the internet it says 36k he told me 23k his been a little pushy about me investing a lump sum
Great video coming from a fellow adviser! The industry needs to change to a value driven industry becuase clients need value that has a material impact ont heir decision making.
Hi. Do you have a link to video discussing 2 or 3 pot system? Could you explain it in a context of a public servant(GEPF)? Could you give a snippet of How would GEPF affect a couple who are both GEPF contributors and what's your advice in respect of termination/resignation or retirement? Including where one earns more than the other.
Yes, you need to be supervised by a fit and proper person, RE qualification, NQF 5. Most importantly you need the ability to critical think and solve problems not sell products
Most advisors don't earn a salary, you charge advice fees or commission. But is depends where you start, if you start in cooperate then you will get the usual benefits. If you are purely commission based then it's based on your production.
I am a short-term broker, but would like to get started on long-term insurance. Being an financial advisor and insurance agent for one company such as Sanlam is the goal.
I could listen to you all day. As an aspiring financial advisor, this helped. Thanks.
Thank you
I'm currently Studying to be a financial Adviser , And this has helped me so much
glad this helped
Which course? Whats the process?
What are you studying
I wish you could take me under your wing. But thanks to UA-cam, I get to be exactly there - under your wing as a growing financial advisor.
Thank you so much for this! ❤️🤭
Haha, if only I had enough room under my wing for all my viewers! But I'm happy to be here to support you as you grow in your career!
Hi Yolanda. Thanks for the great content 👍 Please do a comprehensive video to educate us about advisor commission and EAC certificates. How to read and understand it? How to make sure you're being charged the lowest possible fee?
Thank you, Yolanda.
Thanks!
No problem!
Can you please do a video on how to become a financial advisor
I once saw my financial advisor gambling at Montecasino mind you I was lazy to walk around so I walked through the casino I don’t gamble at all . Is that a red flag or was he just being a human ? Also his kinda tells small lies eg : regarding the tax free amount on the internet it says 36k he told me 23k his been a little pushy about me investing a lump sum
Financial advisors are people too ....lol. THe lies....super dodgy....or maybe it was a mistake?
Great video coming from a fellow adviser! The industry needs to change to a value driven industry becuase clients need value that has a material impact ont heir decision making.
Thank you
Hi. Do you have a link to video discussing 2 or 3 pot system?
Could you explain it in a context of a public servant(GEPF)?
Could you give a snippet of How would GEPF affect a couple who are both GEPF contributors and what's your advice in respect of termination/resignation or retirement? Including where one earns more than the other.
ua-cam.com/video/Awau20LRri4/v-deo.htmlsi=csOPNCfasRZq3Wck
2 pot is sam for private and GEPF
How do you become a financial advisor in South Africa? Do you have to do a certain course? Tests? What's the process?
Yes, you need to be supervised by a fit and proper person, RE qualification, NQF 5. Most importantly you need the ability to critical think and solve problems not sell products
Absolutely love this
Fantastic video. Thank you.
Thank you so much for sharing this
No problem 😊
Hi, do you have a good financial advisor to recommend.
Hey how much would you suggest a basic income be ,before hiring a financial advisor?
Depends on your needs not your income
Depends on your needs not your income
Wonderful
What is the salary range of an entry level financial advisor in SA?
Most advisors don't earn a salary, you charge advice fees or commission. But is depends where you start, if you start in cooperate then you will get the usual benefits. If you are purely commission based then it's based on your production.
I am a short-term broker, but would like to get started on long-term insurance. Being an financial advisor and insurance agent for one company such as Sanlam is the goal.
@@ewanduplessis9682 do you'll earn alot of money or what is your salary range I'm currently in gr 10 and I'm thinking of being a broker
Thank you
no problem
🙂this has been so informative . thank you
Glad it was helpful!
Please be my financial advisor 🤗 how do I contact you?
www.solomonwealth.co.za/getstarted
this RDR frustrates me
It’s gonna split the have’s and have nots even further
@@FinanciallyFabulousFemales by when is it supposed to take effect on Risk cases?
@@kabelomatsoge9346 not sure…but you can start transitioning now so that it is easier when it happens.