The Adviser Network CEO's Perspective of 2023

What it takes to run a successful advisory business in today’s world

In January 2023, we kicked off the year in conversation with the CEOs from two of South Africa’s fastest-growing adviser networks to learn more about the mindset required to build a successful advisory business in South Africa today.

Host Georgina Smith was joined live in studio by Heiko Weidhase, CEO of Efficient Group, and Ian van Schoor, CEO of Adviceworx.

You can expect to gain insight into what it takes to run an advice practice and network as they answer some tough question about their business journey.

About the Webinar

In this webinar, Georgina Smith welcomes Heiko Weidhase CEO of Efficient Group, and Ian van Schoor CEO of Adviceworx, two of South Africa's fastest-growing financial adviser networks, where we’ll be exploring what it takes to run a successful advisory business in today’s world. We'll take a look back at 2022 - warts and all – before we look towards 2023 to understand what these industry heavyweights expect and how they're preparing for it. We'll explore everything from the uncontrollable but preparable, such as the current global macroeconomic environment and local political rollercoaster, right through to the controllable and predictable, clients will always want exceptional and personalised service and how can this be done in an efficient manner which drives shareholder value.

In this session, you can expect to learn:

  • What happened in 2022, why was it important (or not) and what are the opportunities and threats expected in 2023
  • The mindset required to tenaciously run and grow a successful business in SA today
  • What clients want and how to deliver that at scale
  • Delivering shareholder value
  • Is it scalable and sustainable?
  • Consolidation
  • Vertical integration

Date:

TBA

Time:

TBA

CPD Points:

The Speakers

Georgina Smith

Head of Distribution INN8 Investment Platform

Heiko Weidhase

CEO Efficient Group

Ian van Schoor

CEO Adviceworx