Amanda John Discuss' Financial Education, Legacy Publishing & Business Coaching


Looking for a candid conversation on the future of financial services and financial education? Join David Bell as he speaks with Amanda John, Co-Founder of Congealed Legacy.

In this video, they explore a range of topics from Amanda's background in financial services, to the concept of Congealed Legacy, to the materials that it has published so far. Plus, you'll get insights on the importance of financial literacy, Amanda's observations on helping advisors improve their business, and much more.

If you're interested in learning more about finance, be sure to tune in!

In this interview they also cover:

  • What is Congealed Legacy?
  • What kind of materials has Congealed Legacy published so far?
  • You have also launched an online game - tell us about that?
  • What are some of the key concepts that you think everyone needs to understand?
  • How well do you financial education is taught to children & young people?
  • What do you see of female leaders in financial services in South Africa?
  • What are your observations on helping advisors improve their business?
  • How are advisors engaging with clients on ESG and impact investing?
  • How do you see financial services being disrupted by technology companies?
  • How has the pandemic affected the way that advisors interact with their clients?
  • If you are coaching an advisor, what will you work on together?
  • How do you see advisors using social media?
  • What is in store for 2023?

#SouthAfrica #Johannesburg #Finance #Education #Wealth