Every financial advisor knows the importance of the discovery meeting because understanding your client’s situation and goals is the foundation of good advice. But have you ever felt that these meetings only scratch the surface? Perhaps the client gives you the numbers and basic goals, but you sense there’s more to be shared, such as hidden…
Defining the Landscape: What is Financial Coaching (and What It Isn’t for a Planner)?
The term “financial coaching” is becoming more common in South African finance circles, yet it’s often misunderstood. For financial planners and advisors, it helps to understand what this approach really entails, where it fits, and why it matters.
As we approach the final months of the year, it’s time to start thinking about how we want our financial planning businesses to look and operate in 2025. While it may seem early, taking the time now to reflect and plan can make a significant difference in how we approach the challenges and opportunities of…
As a financial planning community, we often focus on market trends, product knowledge, and financial strategies to deliver the best outcomes for our clients. But have we ever paused to consider the most powerful tool at our disposal—the human brain? In a recent episode of PROpulsion LIVE, I had the privilege of speaking with Dr….
Explore the evolving role of financial planners in ‘Navigating the Future: The Role of a Strategic Financial Partner in Modern Financial Planning.’ Uncover the significance of adapting to dynamic economic landscapes, leveraging technology, and building long-term client relationships to thrive as a strategic financial partner in today’s complex financial environment.
Financial planning is a dynamic process that requires careful strategizing to achieve long-term financial success. Strategy planning forms the foundation of effective financial planning, helping individuals and businesses set clear objectives, allocate resources, and make informed decisions.
We will explore the importance of strategy planning in financial planning and outline key considerations for developing a robust financial strategy.
If you are planning to exit a retirement fund, you need to know how much tax you will pay. A tax directive simulation can help you estimate your tax liability and plan your finances accordingly. Find out how this tool works and why it is vital for your retirement process.
Are you curious about how I started my financial planning business from scratch? In this article, I share my journey with Money Safari, the challenges I faced, the lessons I learned, and the successes I achieved. You will also find out how I used technology, marketing, and networking to grow my client base and revenue. If you are thinking of starting your own financial planning business, this article will inspire you and give you some practical tips.
Learn how Monte Carlo simulations can help you model and evaluate different scenarios for your financial planning business. Discover how to foster adaptability, embrace flexibility, and shift your mindset for informed decision-making.
Do you want to grow your financial planning business by getting more referrals from your clients? In this article, you will learn how to turn your clients into advocates who will introduce you to their network and help you attract more prospects. You will also discover the benefits of client advocacy, the best practices for client engagement, and the strategies for relationship building.