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S2E10 – The value of (your) financial advice to clients

This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 16 April 2021.

News segment presented by David Kop, HOD: Certification at the Financial Planning Institute of SA.

Featured Topic: Do your clients understand your value?  Do you know and understand your value?

In this episode, we discuss:

  • How to build value and the critical component necessary for success
  • 3 step process for building value
  • Where you add value
  • Overcoming price and fee objections

—-Watch the episode on YouTube—-

https://youtu.be/g7Q3LjkEsHs

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—-Attribution—-

Sound effects from Zapsplat.com 

Author

  • Francois du Toit, CFP®

    Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

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