“As a financial advisor, trust is part of the job description; an economic necessity.
Every service, every relationship, every transaction is based on trust.
There is no more important competency to master.”
– Stephen M. R. Covey, author of The New York Times bestseller The Speed of Trust Foreword in the book, Essential Habits of Trusted Advisors, by Anton Swanepoel
We are dedicated to creating awareness of the importance, significance, and benefits of establishing deep trusting relationships between the various stakeholders in the financial services industry. We do this by providing world-class practical education, uniquely presented modules and signature courses which help financial advisors and intermediaries to build, establish and maintain trust between themselves and their clients. It is through this work that we enable advisors to attain the ultimate designation of being regarded as a Trusted Advisor.
Only the highest standards of ethical behavior are good enough to build trust and achieve sustainable success.
Our advice modules and courses are based on sound fundamentals that will help you to offer appropriate advice to your clients.
Compliance is often perceived as the worst part of the job. Our compliance modules and courses are designed to provide a more positive and practical perspective.
Our modules and courses will lay a sound foundation for building, establishing, and growing your practice in a professional and profitable manner.
Anton Swanepoel, the author of more than 20 books on trust, ethics, leadership, financial planning, investment planning, compliance, and practice management, has developed a series of unique courses for new to industry and experienced advisors. Experience expert guidance and obtain a fresh perspective on these topics through his Signature Courses, and other courses presented by some of his trusted industry associates.
We are taking our Platinum members on a practical journey of preparing for the market conduct regulatory changes and guiding them on how to navigate the significant business impacts that lie ahead. Unpacking and understanding this new shift in the industry together, one week at a time.
Join a community of distinguished financial advisors who are empowering their professional
journeys with expert guidance and exclusive insights into the industry.
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Monthly Annually -10%
We exist to equip, support, inspire and encourage financial advisor professionals through world-class education, engagement and experiences that drive them forward in the pursuit of being a Trusted Advisor.
As financial advisors we are in the people business and if you are in the people business, you are in the trust business. Trust is everything, if not the only thing. Trust is like fitness; it’s not given as a once-off gift – it’s a verb. It is built, earned, established, and must be maintained and matured through intentional practice – every day.
Relentlessly pursuing greater knowledge is the foundation for understanding, action and trust.
Putting real knowledge into real application is the action we take, day by day, to progress towards success.
It takes relationships, robust conversation, and real engagement to develop our knowledge. Sometimes conversations can be difficult, but at the other end of some of these conversations, we often find that trust is cemented – stronger than ever. We welcome difficult conversations as long as they are conducted with mutual respect.
Our Trusted Advisors membership brings together like-minded Financial professionals who are committed to being Advisors of distinction. It is a platform for building knowledge and a forum for connection & growth.
Over more than 30 years in the financial services industry, Anton has served in many capacities. Having spent his entire career learning about various subjects that are of vital importance for advisors and intermediaries, Anton wanted to explore more ways of sharing the critical knowledge & practical know-how he has accumulated through his decades of experience and service. His passion is learning and development, and his gift is to keep things real, to keep it simple and to make it practical.
