Financial planning practice efficiencies. Efficiency means a lot of things. It unlocks a lot of opportunities and possibilities.

Efficiency gives you more time. Efficiency creates better customer experiences. Efficiency increases profitability. Efficiency helps you move faster than the competition.

How does one create efficiency? Two ways are to employ fit for your practice technology and outsourcing functions that are not core to what you offer.

Join Francois du Toit and his two guests, Elmarie Fourie (Independent Investment Solutions) and Johan Bester (AdviceTech), as they discuss a technology- and an outsource solution that will help you find and drive efficiency in your practice.

Independent Investment Solutions and AdviceTech recently sponsored the Global Financial Planning Conference 2022 and are on the show as part of their sponsorship agreement.

—- Connect with our guests —-

AdviceTech Website:

https://www.advicetech.co.za/

AdviceTech Video:

https://www.youtube.com/watch?v=_8pbHouwzrk

Independent Investment Solutions Website:

https://i2solutions.co.za

Independent Investment Solutions Video:

https://www.youtube.com/watch?v=ctE8902UEP8

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—- Learn more about PROpulsion Pro —-

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

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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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