As a financial planner and adviser, you know how valuable the advice is that we provide our clients. It is intuitive. However, we often grapple with how to demonstrate this to clients and to consumers at large.

Join Francois du Toit and special guest, Edden Kift, Head of Business Solutions at Portfoliometrix, for a conversation about how we can demonstrate (and deliver) our value to clients.

In addition to this conversation, we also discuss:

✅ Addressing business inefficiencies in our practices

—- Connect with Edden —-

LinkedIn: https://www.linkedin.com/in/edden-kift-23a39161

Website: https://www.portfoliometrix.com/

Download Value of Advice Whitepaper:
https://www.portfoliometrix.com/value-of-advice

Download Business Efficiency Guide:
https://www.portfoliometrix.com/business-efficiency-guide

—- Please subscribe —-

YouTube channel: https://www.propulsion.co.za/live

This podcast here on the platform

—- Learn more about PROpulsion Pro —-

https://www.propulsion.co.za/pro

—- Connect with Us —-

Website:  http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive

Join PROpulsion Community – Become a Paid Member

Join PROpulsion Community and be part of the vision to become the ultimate destination for financial planning professionals and business owners. Join our Financial Planners Community of choice where you can belong, grow, and thrive.

We aim to be the go-to source for fresh ideas, expert advice, and vital support.

Our members help each other out and grow together, driven by a love for what we do. We’re a vibrant community of like-minded individuals, always pushing the boundaries and reaching for new heights.

Become a PROpulsion Member

Join PROpulsion today, and be part of a dynamic and visionary community of financial professionals who are dedicated to supporting, inspiring, and empowering each other. By joining, you will have the opportunity to connect with like-minded professionals who are passionate about growth and success, and to continuously learn and improve your skills and knowledge.

As a member of PROpulsion, you will also have the chance to push the boundaries of what is possible, to pioneer new ideas and thinking, and to participate in global events that are shaping the future of the financial planning profession. And, most importantly, you will have the chance to have fun, to be inspired, and to achieve the success that you deserve. Don’t miss out on this unique opportunity – join PROpulsion today!

We help financial planning businesses, advisers, and planners to grow and thrive.

PROpulsion helps financial planning professionals grow and thrive by providing resources, education, and a supportive community.

Our mission is to take financial planning business owners, planners, advisors, and their support teams to the next level.

We believe in continuous growth and improvement, and we’re here to help make that happen.

For one low price, you’ll get access to top-notch resources, expert speakers, and valuable Financial Planning events.

With us, you’ll have everything you need to supercharge your skills, your business, and the entire financial profession. Get ready to raise the bar!

Author

  • 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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