Technology is critical for financial planning and other professional practices that must reinvent and reimagine their businesses, their value propositions, and how they deliver these to their clients on an ongoing basis.

Staying at the forefront whilst increasing efficiency and effectiveness is no easy task. Employing more staff is not always the answer. Buying technology that everyone else is using is also rarely helpful or successful.

Having worked with financial planners since 1998, we have seen the evolution of not only technology but the profession at large. We have seen the impact of both great tech solutions and inappropriate tech solutions on businesses.

In today’s episode, we share the top 5 technology tools to consider for your financial planning practice as well as their value and expected impact.

—- Watch the full episode on YouTube —-

https://youtu.be/dgBmXoFQMXc

—- GLOBAL FINANCIAL PLANNING CONFERENCE 2022 —-

17 to 18 May 2022

Tickets: https://www.propulsion.co.za/gfpc22

Sponsorships opportunity: https://www.propulsion.co.za/gfpc22sponsor

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—- Learn more about PROpulsion Pro —-

https://www.propulsion.co.za/pro

—- Connect with Us —-

Website:  http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
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Author

  • Francois du Toit, CFP®

    Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

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