Mariette Tappan's guest appearances

Mariette Tappan

PROpulsion LIVE

The Innovating Advice Show

Financial Planners South Africa

Russell Ho

Michelle Hoskin

Derek Notman

Emily Blanch

Hendrik Crafford

Lisa Linfield

Georgina Smith

Penny Phillips

Johan Vosloo

Kate Holmes

Adam Holt

Brad Klontz

Mary Martin

Adele Martin

Dean Holmes

OwlTail

Mariette is a Certified Financial Transitionsist Planner at Adviceworx and Financial Transitionist Institute. She joins Louis to talk about Transitional Planning, and how to guide clients during the most vulnerable times in their life. Mariette Tappan LinkedIn: https://www.linkedin.com/in/mariette-tappan-cfp%C2%AE-ceft%C2%AE-b6a8136/Adviceworx Website: https://adviceworx.co.za/Financial Transitionist Institute: https://www.financialtransitionist.com/Mariette Tappan Website: https://mariettetappan.co.za/ For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/ Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients. Join the XY platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Mariette is a Certified Financial Transitionsist Planner at Adviceworx and Financial Transitionist Institute. She joins Louis to talk about Transitional Planning, and how to guide clients during the most vulnerable times in their life. Mariette Tappan LinkedIn: <a href="https://www.linkedin.com/in/mariette-tappan-cfp%C2%AE-ceft%C2%AE-b6a8136/" rel="nofollow" target="_blank">https://www.linkedin.com/in/mariette-tappan-cfp%C2%AE-ceft%C2%AE-b6a8136/</a> Adviceworx Website: <a href="https://adviceworx.co.za/" rel="nofollow" target="_blank">https://adviceworx.co.za/</a> Financial Transitionist Institute: <a href="https://www.financialtransitionist.com/" rel="nofollow" target="_blank">https://www.financialtransitionist.com/</a> Mariette Tappan Website: <a href="https://mariettetappan.co.za/" rel="nofollow" target="_blank">https://mariettetappan.co.za/</a> For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. <a href="https://www.portfoliometrix.com/za/" rel="nofollow" target="_blank">https://www.portfoliometrix.com/za/</a> Asset-Map. Deliver advice, faster. <a href="https://www.asset-map.com/south-africa" rel="nofollow" target="_blank">https://www.asset-map.com/south-africa</a> Visit <a href="https://www.allangray.co.za/" rel="nofollow" target="_blank">https://www.allangray.co.za/</a> to learn how they build long-term wealth for clients. Join the XY platform: App Store: <a href="http://co.xyadviser.com/xyistore" rel="nofollow" target="_blank">http://co.xyadviser.com/xyistore</a> Google Play: <a href="http://co.xyadviser.com/xygplay" rel="nofollow" target="_blank">http://co.xyadviser.com/xygplay</a> Desktop: <a href="https://www.xyadviser.com/" rel="nofollow" target="_blank">https://www.xyadviser.com/</a> General Disclaimer – <a href="https://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">https://www.xyadviser.com/disclaimer/</a>

#34 Mariette Tappan

If you’ve been wondering about up-skilling beyond a CFA or CFP designation, and want to work more on the human side of money and increase your soft skills, this episode is for you. I’m joined by Mariette Tappan, who holds the distinction of being the first Certified Financial Transitionist® in South Africa. We chat about what a Certified Financial Transitionist — which is a designation from the Financial Transitionist Institute — does and why, after more than 25 years as a financial planner, Mariette was prompted to go down this path after having five clients pass away in one year. This episode is not an ad for the institute or designation. Rather, it’s a look at the importance of always upskilling, even after decades in the profession, and the growing importance of being skilled in the human side of money, in addition to the technical side. Links, show notes and full transcript at https://innovatingadvice.com/post/episode60. Get Episode Notifications | Connect with Kate on LinkedIn

If you’ve been wondering about up-skilling beyond a CFA or CFP designation, and want to work more on the human side of money and increase your soft skills, this episode is for you. I’m joined by Mariette Tappan, who holds the distinction of being the first Certified Financial Transitionist® in South Africa. We chat about what a Certified Financial Transitionist — which is a designation from the Financial Transitionist Institute — does and why, after more than 25 years as a financial planner, Mariette was prompted to go down this path after having five clients pass away in one year. This episode is not an ad for the institute or designation. Rather, it’s a look at the importance of always upskilling, even after decades in the profession, and the growing importance of being skilled in the human side of money, in addition to the technical side. Links, show notes and full transcript at <a href="https://innovatingadvice.com/post/episode60." rel="nofollow" target="_blank">https://innovatingadvice.com/post/episode60.</a> <a href="https://bit.ly/JoinIA20" rel="noopener nofollow" target="_blank">Get Episode Notifications</a> | <a href="http://bit.ly/khli2020" rel="noopener nofollow" target="_blank">Connect with Kate on LinkedIn</a>

Upskilling Beyond the Technical: Bringing More Meaningful Skills to Client Relationships with Mariette Tappan [Ep60]

With a career spanning over 25 years, Mariette Tappan decided to take herself out of her comfort zone.  To challenge herself.  With the aim of providing her clients with a powerful proposition by helping them through significant changes in their lives, so they can move forward.This led her to the Financial Transitionist® Institute in America, founded by Susan Bradley.It took her 12 months and lots of effort to receive her certification and to become the first Certified Financial Transitionist® Planner in Africa.In this episode, we talk to Mariette about her early business life where she ran a successful import and export business and where the Helderberg disaster had a significant and unforeseen impact on the business (she shares the story with us).She then joined the financial services industry and we find out what is driving her.We talk in depth about what a Financial Transitionist® is, the process of becoming one and what it truly means for her and her clients.  We also talk about the concept of adaptive planning and the importance of resilience.Something Mariette learned early on in her career... if you stand still, you fall behind.Enjoy the episode!

With a career spanning over 25 years, Mariette Tappan decided to take herself out of her comfort zone.  To challenge herself.  With the aim of providing her clients with a powerful proposition by helping them through significant changes in their lives, so they can move forward. This led her to the Financial Transitionist® Institute in America, founded by Susan Bradley. It took her 12 months and lots of effort to receive her certification and to become the first Certified Financial Transitionist® Planner in Africa. In this episode, we talk to Mariette about her early business life where she ran a successful import and export business and where the Helderberg disaster had a significant and unforeseen impact on the business (she shares the story with us). She then joined the financial services industry and we find out what is driving her. We talk in depth about what a Financial Transitionist® is, the process of becoming one and what it truly means for her and her clients.  We also talk about the concept of adaptive planning and the importance of resilience. Something Mariette learned early on in her career... if you stand still, you fall behind. Enjoy the episode!

Ep. 6 - How Mariette Tappan Became the First Certified Financial Transitionist® in Africa