The Financial Advisor's Playbook
13 Lessons from the Experts in Building a Thriving Practice
“Prosperity, growth, and a call to always raise the bar. This isn't just a book; it's a movement.”
The Story Behind the Book
Raise the bar. That is our mission at PROpulsion, in everything we do. We raise the bar. Not only for ourselves, but for our members, their businesses, and the profession.
Bringing this book to life for the future of the financial planning and advice profession was no different. We wanted to raise the bar yet again. Not only by bringing credible, forward-thinking, and progressive professionals and authors together, but by writing this book in just one day. A feat we thought was pushing it just a little bit too far.
However, instead of writing the target of 35,000 words in one day, the authors wrote over 43,800 words across 13 chapters and shared their hearts, souls, knowledge, and wisdom without holding anything back.
“Every moment spent reading proved worthwhile, offering great insights into the daily challenges faced by financial planners. The impact of this thought leadership collection is bound to echo for years, both in print and on the worldwide web."
The Purpose of the Book
The purpose of this book is to provide you with an evergreen guide to help you navigate your journey, to help you become the best you can be, and to help you build a business or a legendary practice, no matter where you find yourself in your career. Whether you are just starting out or you have been around for some time, this guide is packed with gold.
The book is structured into four parts: Part I is all about starting with yourself; Part II delves into who you serve; Part III helps you build your practice; and Part IV helps you grow. There is also a bonus chapter included about the profession.
You can read the book from start to finish, or you can jump around between chapters. You have total freedom to use this book in whatever way is best for YOU.
Our Authors
- Hannes Visser
- Ignatius Muller
- Carol Lenzi, CFP®
- Louis van der Merwe, CFP®
- Kobus Kleyn, CFP®
- Wouter Snyman
- Paula Berrow
- Geoff Noble
- Carl van Vuuren, CFP®
- Alice Myburgh, CFP®
- Rizanne Oosthuisen
- Kevin Yeh, CFP®
- David Kop, CFP®
- Henri le Grange, CFP®
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By joining the waitlist, you will lock in the launch price and you will receive access to the Financial Advisor Playbook online course that will accompany the physical book.