DiscoverThe Drive To Succeed PodcastManaging Your Financial Planning Business Revenue with Johan Vosloo
Managing Your Financial Planning Business Revenue with Johan Vosloo

Managing Your Financial Planning Business Revenue with Johan Vosloo

Update: 2021-11-03
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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. 




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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


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Managing Your Financial Planning Business Revenue with Johan Vosloo

Managing Your Financial Planning Business Revenue with Johan Vosloo

Danielle Francisco