Ep. 4 – How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice
How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice
Russell Ho is a young, energetic, focused, driven and ambitious financial planner from Port Elizabeth. Listening to him, it is hard to believe he has been in the financial planning profession for only 6 years.
This self-admitted addict of learning has amazing insights and valuable ideas, thoughts and advice for all financial professionals.
Russell talks about the experience he offers his clients and the process he follows to ensure he delivers every time. Apart from talking about this in detail, we also get into the technology he uses to simplify his business and how to spot opportunities to automate aspects of one’s practice.
We further talk about opportunities that older, more experienced and settled financial professionals are not utilizing and what they can do about it.
Lastly, Russell shares his opinion on where the industry and profession are going in the next 5 years and beyond.
Transcript:
Will be published soo
We help financial planning businesses, advisers, and planners to grow and thrive.
- PROpulsion helps financial planning professionals grow and thrive by providing resources, education, and a supportive community.
- Our mission is to take financial planning business owners, planners, advisors, and their support teams to the next level.
- We believe in continuous growth and improvement, and we’re here to help make that happen.
- For one low price, you’ll get access to top-notch resources, expert speakers, and valuable Financial Planning events.
- With us, you’ll have everything you need to supercharge your skills, your business, and the entire financial profession. Get ready to raise the bar!
Join PROpulsion Community – Become a Paid Member
Belong. Grow. Thrive
Join PROpulsion Community and be part of the vision to become the ultimate destination for financial planning professionals and business owners. Join our Financial Planners Community of choice where you can belong, grow, and thrive. We aim to be the go-to source for fresh ideas, expert advice, and vital support. Our members help each other out and grow together, driven by a love for what we do. We’re a vibrant community of like-minded individuals, always pushing the boundaries and reaching for new heights.
Become a PROpulsion Member
Join PROpulsion today, and be part of a dynamic and visionary community of financial professionals who are dedicated to supporting, inspiring, and empowering each other. By joining, you will have the opportunity to connect with like-minded professionals who are passionate about growth and success, and to continuously learn and improve your skills and knowledge.
As a member of PROpulsion, you will also have the chance to push the boundaries of what is possible, to pioneer new ideas and thinking, and to participate in global events that are shaping the future of the financial planning profession. And, most importantly, you will have the chance to have fun, to be inspired, and to achieve the success that you deserve. Don’t miss out on this unique opportunity – join PROpulsion today!
