webinar
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
The speakers
Georgina Smith
INN8
Georgina holds a strong belief that you’re never too old to learn; that continual development helps people stay motivated to do their jobs better and build a good company culture. Her two decades of work experience has set her up as an excellent manager who builds business value through focussed teams using stretching, but achievable, targets.
Having worked across different industries in both large corporates and small to medium-sized firms benefitting from learnings across her international experience, Georgina brings a fresh, and welcomed, outlook to the team.
Heiko Weidhase
CEO
Efficient Group
Diploma in Business Management
Heiko is the founder of the Efficient Group and has been the CEO of the Company since 2002.
Prior to this, he was a Partner at Philip Craib Investments, an investment management company where he was responsible for marketing, systems, and finance.
From 1991 to 2000, Heiko was the Operations Director at Giants Canning (Pty) Ltd.
Ian van Schoor
CEO
Adviceworx
Ian founded Adviceworx in 2012 after 20 years and 3 generations of family service to the Standard Bank Group. Formative experience was as a Portfolio Manager with Standard Merchant Bank. He was one of the founders of STANLIB in 2002 and appointed as CEO of STANLIB Wealth Management, tasked with merging all the asset and wealth businesses of Liberty and Standard. He joined Liberty Holdings on the acquisition of STANLIB in 2007 as CEO for Marketing, Sales, and Distribution for the Group. In 2010 he was appointed as the CEO of the Growth Cluster of the Group which included management of all the growth businesses including, Liberty Africa, Liberty Health, Frank.Net, Direct and Affinities, Global Bancassurance, and Corporate Finance. Ian has extensive experience in sales, distribution, and advice models relating to wealth and asset management markets in South Africa.
I want to watch this webinar
Simply fill out this form below to receive a link to watch The Adviser Network CEO’s Perspective of 2023 :