We discuss the 5 G’s – 5 rules for when doing work for free makes sense and unlocks value for you and your business.
Francois du Toit talks with Terence about his journey, the fact that fee-based planning is happening, and why all Independent Financial Advisers must offer this as part of their proposition.
Francois talks with Dan about how financial planners and advisers can bring their marketing into the 21st century.
Stefan Bothma and Werner Hattingh are a duo with their sights set on changing the way financial planning and advice are delivered to a very specific niche of professionals.
They have always said that they do not want to be everything for everyone, but they do want to be everything for somebody.
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!
We discuss 3 steps that will help clients understand your value and move the focus away from fees to value
A solid onboarding process is critical to lay a solid foundation right from the start and to reinforce that the client made the right decision to choose you amongst so many other options.
In this episode’s featured topic segment, Francois du Toit discusses easy ways that you can utilise tools you are already using, to drive marketing without you even thinking about it.
We talk about branding, marketing and a new tool called ProfileMe that is fast gaining traction in the financial services profession.
I always had this yearning to learn more about coffee and specifically how coffee is supposed to be made (the drink, not the bean). I came across the “Coffee Talks” sessions offered by the Green Bean Coffee Roastery in Muldersdrift, and it sounded like a great introductory opportunity. And at only R 250 per person,…