5 top must-have technology tools for your practice in 2022
We share the top 5 technology tools to consider for your financial planning practice as well as their value and expected impact.
We share the top 5 technology tools to consider for your financial planning practice as well as their value and expected impact.
The secret to high productivity, great time management, and efficiency for financial planners.
Pro MTB coach shares lessons that translate seamlessly to what we do as financial planners and what we need to build and grow amazing businesses and practices.
We are back with season 3 of the PROpulsion Podcast!
We kick off with a topic very near and dear to the heart.
A multi-dimensional take on “free”, freedom, value, and everything that goes with it!
In this episode, we talk about which key is vital for success, why without it you are unlikely to achieve success, and how you can strategize and have a structure that helps you incorporate this key into everything you do.
We discuss the latest changes in terms of the SA exchange control rules and their impact on expats and clients planning to emigrate.
We discuss 3 steps that will help clients understand your value and move the focus away from fees to value
The only thing better than a free tool is a free tool that works! In today’s episode, the featured topic is exactly that. Free tools that add immense value.
David returns to the show to discuss what South Africa can do to get onto the road to recovery and to stay on this road.
We celebrated the 1 year anniversary of starting PROpulsion LIVE or as it was originally called “Virtual Coffee with Francois”