We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.
A discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.
Join Francois du Toit for a discussion about content marketing that hits the spot, makes a difference, and content that opens opportunities you could never foresee.
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.