Ep. 4 – How Russell Ho employs technology and automation to create efficiency and productivity in his one-man practice

Ep. 4 – 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 soon.

Francois du Toit, CFP®

Francois du Toit is an expert financial planning and tax consultant, with more than 20 years’ experience. He offers various solutions to help businesses unlock growth, including career counseling and bespoke tech products. He’s also the host of the PROpulsion podcast, which seeks to inspire professionals in the industry.

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