Shows
Balanced Growth Show with Dr. Travis ParryAchieving Balance While Building Influence with Kobus Kleyn Today we are joined by Kobus Kleyn, CFP®, a financial expert who has built a strong personal brand and established himself as a thought leader in various fields. With a substantial LinkedIn following, Kobus has gained recognition by fully embracing the digital realm. He operates a virtual practice that is 99% remote, with an emphasis on work-from-anywhere arrangements, all while prioritizing a balanced lifestyle. Join us for a thought-provoking conversation as Kobus shares the key factors that have enabled him to successfully scale his business while prioritizing the ones he loves most. We discuss investing in a well-trained s...2023-07-0530 min
Rethink. Financial AdviceIs 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 startedHis addiction to South AfricaWhy it’s vitally important for advisors to shift...2022-10-1233 min
MDRT PodcastMake the most of the client’s first meetingWhat questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation.
You’ll hear from:
Liru Chang, MBA
Roy Hall
Kobus Kleyn, CFP
Scott S. Paterick, CLU, ChFC2016-11-0106 min