The FPI’s 2024 Planner of the Year tells his story

In this episode we sit down with Rudolph Geldenhuys, the 2024 Financial Planning Institute (FPI) Planner of the Year, to discuss his experience competing for the FPI award. Geldenhuys, who is a senior financial planner at WealthUp, explained the rigorous three-round evaluation process, which tested his financial planning expertise, business acumen and leadership potential. While technical skills were crucial, he highlighted that strong relationships and mentorship played a key role in his success. The conversation then shifted to the evolving role of technology in financial planning and we looked to the future, identifying key opportunities for financial planners in South Africa. Tune in below for a lively discussion on what it takes to stand out in the financial planning industry.