Books

Essential Habits of Trusted Advisors

Essential Habits of Trusted Advisors


Anton Swanepoel and Stephen MR Covey
Essential Habits of Trusted Advisors highlights the fundamentals that build trust between financial advisors and their clients and it demonstrates how advisors can apply these principles when they engage with their clients to speed up the process of establishing trust. This book is sold out, but you can download a copy. Anton Swanepoel (left) thanks Stephen MR Covey, author of The New York Times bestseller, The Speed of Trust for endorsing his book, Essential Habits of Trusted Advisors on 14 August 2009. Stephen MR Covey, the son of the late Stephen R Covey, author of the world famous The Seven Habits of Highly Effective People was in Johannesburg to host a one-day seminar on the speed of trust.

The Speed of Trust inspired me to write Essential Habits of Trusted Advisors for financial planners and intermediaries. It was a great honor for me when Stephen endorsed my book. He encouraged me to keep inspiring trust and this is exactly what I intend to do in an industry that desperately needs it.
Anton Swanepoel

 

The Fundamentals of FAIS Compliance

The Fundamentals of FAIS Compliance

Anton Swanepoel has established himself as an expert on FAIS over the last couple of years and his book, The fundamentals of FAIS compliance contains important information for every professional financial advisor and intermediary. This publication is sold out, but financial advisors and intermediaries can download an electronic copy.

Courageous Leadership 2010

Courageous Leadership 2010

The difference between two equally talented advisors is leadership. When you start growing as a leader, your business will follow. This publication is also sold out. But you can download an electronic copy.

The Six Step Process and Compliance

Retire like a Pro

Retire like a pro provides financial advisors and their clients with sound investment fundamentals and a common investment planning framework specifically aimed at investors who are about to retire. You can download an electronic copy.

The paradigm shift

FAIS 2010: The paradigm shift

FAIS 2010: The paradigm shift is a publication which inspired thousands of South African financial advisors and intermediaries to study towards the Regulatory examinations with a positive attitude. This book helped advisors, not only to pass the examinations, but to implement what they have learned and take their businesses to a higher level. It can do the same for you. You can download a copy.