Johan Vosloo's guest appearances

Johan Vosloo

The Drive To Succeed Podcast

PROpulsion LIVE

Financial Planners South Africa

Hendrik Crafford

Russell Ho

Lisa Linfield

Mariette Tappan

Derek Notman

Michelle Hoskin

Georgina Smith

Andy Harrington

Daniel Gomez

George Kinder

Tom Dawkins

Adam Holt

Mary Martin

Jose Flores

Saana Azzam

OwlTail

Johan is the Founder of Commspace. He discusses starting Commspace, and how it grew from a One Man Show to a team of twenty-five people. Johan also talks about his perspective on what's working (and what can improve) in the current Financial Advice industry. XY: https://www1.xyadviser.com/members/3829000Commspace Website: https://www.commspace.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/

Johan is the Founder of Commspace. He discusses starting Commspace, and how it grew from a One Man Show to a team of twenty-five people. Johan also talks about his perspective on what's working (and what can improve) in the current Financial Advice industry. XY: <a href="https://www1.xyadviser.com/members/3829000" rel="nofollow" target="_blank">https://www1.xyadviser.com/members/3829000</a> Commspace Website: <a href="https://www.commspace.co.za/" rel="nofollow" target="_blank">https://www.commspace.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>

#29 Johan Vosloo

Johan Vosloo -  Founder  and CEO of Commspace - The ultimate solution for managing, tracking, splitting and analysing Financial Adviser revenue. Johan is a technologist with an entrepreneurial spirit who started working on a side-project in 2006 to solve the problem of tracking and splitting commission for a single advice practice with multiple advisers and dozens of referral sources. After seeing the enthusiastic response of the early users, he decided to develop it into a fully-fledged revenue management and analytics solution for the broader independent financial advice sector in South Africa. Today Commspace is used by hundreds of independent financial advice practices, ranging from solo advisers to large bank groups. In this episode we talk about: How he found a gap and provided a solution to a real pain point within the financial planning and advice industry. Johan’s ethos in building a tech start-up and finding the right co-founder. The driving force behind quitting his corporate 9-5 before going all in Commspace  and many more.   -- Manage all your team's work in one place with monday․com. No more endless e-mail threads or long meetings! With monday.com you can keep track of everything your team's working on, communicate in context, and get started in minutes with a super easy set-up! Click here. 💻 Learn to captivate and influence your audience that makes you money. Get your access today on 'Storytelling Secrets Success'. http://thedrivetosucceed.com/storytelling 🔓 Unlock Skillshare Premium Free for 1 month 💡 Create, Market Sell and Deliver Your Online Course. with Thinkfic OTHER USEFUL LINKS: My website and weekly podcast - https://thedrivetosucceed.com Email Newsletter - https://thedrivetosucceed.com/newsletter/ Resources I use - https://thedrivetosucceed.com/resources/ Instagram - https://instagram.com/danielle_francisco_ LinkedIn - https://linkedin.com/in/daniellejfrancisco YouTube - https://www.youtube.com/channel/UCVtb_c32EanaDkSoXNCAzrw \

<a href="https://www.linkedin.com/in/johanvosloo/" rel="nofollow" target="_blank">Johan Vosloo</a> - Founder and CEO of Commspace - The ultimate solution for managing, tracking, splitting and analysing Financial Adviser revenue. Johan is a technologist with an entrepreneurial spirit who started working on a side-project in 2006 to solve the problem of tracking and splitting commission for a single advice practice with multiple advisers and dozens of referral sources. After seeing the enthusiastic response of the early users, he decided to develop it into a fully-fledged revenue management and analytics solution for the broader independent financial advice sector in South Africa. Today Commspace is used by hundreds of independent financial advice practices, ranging from solo advisers to large bank groups. In this episode we talk about: <ul><li>How he found a gap and provided a solution to a real pain point within the financial planning and advice industry.</li> <li>Johan’s ethos in building a tech start-up and finding the right co-founder.</li> <li>The driving force behind quitting his corporate 9-5 before going all in <a href="https://www.commspace.co.za/" rel="nofollow" target="_blank">Commspace</a> and many more. </li> </ul> -- Manage all your team's work in one place with <a href="https://mondaycom.grsm.io/jeg3asum2xtb" rel="nofollow" target="_blank">monday․com.</a> No more endless e-mail threads or long meetings! With <a href="http://monday.com" rel="nofollow" target="_blank">monday.com</a> you can keep track of everything your team's working on, communicate in context, and get started in minutes with a super easy set-up! Click <a href="https://mondaycom.grsm.io/jeg3asum2xtb" rel="nofollow" target="_blank">here.</a> 💻 Learn to captivate and influence your audience that makes you money. Get your access today on <a href="http://thedrivetosucceed.com/storytelling" rel="nofollow" target="_blank">'Storytelling Secrets Success'.</a> <a href="http://thedrivetosucceed.com/storytelling" rel="nofollow" target="_blank">http://thedrivetosucceed.com/storytelling</a> 🔓 Unlock <a href="https://www.skillshare.com/r/profile/Danielle-Francisco/324013811" rel="nofollow" target="_blank">Skillshare Premium Free</a> for 1 month 💡 Create, Market Sell and Deliver Your Online Course. with <a href="https://try.thinkific.com/626x1w2wh0al" rel="nofollow" target="_blank">Thinkfic</a> OTHER USEFUL LINKS: My website and weekly podcast - <a href="https://thedrivetosucceed.com" rel="nofollow" target="_blank">https://thedrivetosucceed.com</a> Email Newsletter - <a href="https://thedrivetosucceed.com/newsletter/" rel="nofollow" target="_blank">https://thedrivetosucceed.com/newsletter/</a> Resources I use - <a href="https://thedrivetosucceed.com/resources/" rel="nofollow" target="_blank">https://thedrivetosucceed.com/resources/</a> Instagram - <a href="https://instagram.com/danielle_francisco_" rel="nofollow" target="_blank">https://instagram.com/danielle_francisco_</a> LinkedIn - <a href="https://linkedin.com/in/daniellejfrancisco" rel="nofollow" target="_blank">https://linkedin.com/in/daniellejfrancisco</a> YouTube - <a href="https://www.youtube.com/channel/UCVtb_c32EanaDkSoXNCAzrw" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCVtb_c32EanaDkSoXNCAzrw</a> \

Managing Your Financial Planning Business Revenue with Johan Vosloo

The biggest challenge (and frustration) for any FSP of any size is to manage commissions, ongoing fees, and other revenue.  Each product provider has its own unique format for commission statements and even what they call different commissions.  Commissions come in, commissions go out.  Managing splits to advisors in the FSP or referral fees to outside professionals is a nightmare for most.Managing the FSP's finances is critical.  Whether you are an independent working alone or whether you run an FSP with multiple advisors, each with their own unique agreement, a system to manage it all is a must.Today we talk to Johan Vosloo, founder, and CEO of Commspace.  We talk about how Commspace came about and their early day challenges.  Johan shares what makes Commspace unique and how they offer their White Glove Onboarding process to every new client and only once the client is happy then they start paying for the service.We also discuss the use of technology in general and the importance of integration.If you've been wondering how you can take control of your commission chaos or whether there are solutions available to manage and analyse commission... then this is the episode to listen to.

The biggest challenge (and frustration) for any FSP of any size is to manage commissions, ongoing fees, and other revenue.  Each product provider has its own unique format for commission statements and even what they call different commissions.  Commissions come in, commissions go out.  Managing splits to advisors in the FSP or referral fees to outside professionals is a nightmare for most. Managing the FSP's finances is critical.  Whether you are an independent working alone or whether you run an FSP with multiple advisors, each with their own unique agreement, a system to manage it all is a must. Today we talk to Johan Vosloo, founder, and CEO of <a href="https://www.commspace.co.za" rel="nofollow" target="_blank">Commspace</a>.  We talk about how Commspace came about and their early day challenges.   Johan shares what makes Commspace unique and how they offer their White Glove Onboarding process to every new client and only once the client is happy then they start paying for the service. We also discuss the use of technology in general and the importance of integration. If you've been wondering how you can take control of your commission chaos or whether there are solutions available to manage and analyse commission... then this is the episode to listen to.

Ep. 14 - The ultimate solution to manage, split, track and analyse commission and revenue with Johan Vosloo