Many financial advisors and planners do not have a plan.

We still believe in the old adage that we must treat everyone the same. That is what they deserve, right? So we never segment our clients, understand each segment, and deliver a custom value proposition to each of the segments.

😓 This leads to financial advisors and planners continually taking on more new clients with little regard to the existing clients and how they will be serviced.

😓 The longer this continues, the more stressed, burnt out, and financially and emotionally bankrupt we become.

The solution is to engage with technology to improve 1% across a range of facets and aspects of the business.

Financial advisors and planners need to be flexible and accommodating to a changing environment. We must embrace change and integrate technology to improve efficiencies.

In this episode, Francois du Toit speaks to Gustav Neethling, the Director of The Financial Emporium as well as WealthPro, to unpack all of this and to discuss solutions and practical approaches to growing with confidence but without stress.

—- Connect with Gustav —-

Financial Emporium: http://www.financialemporium.com/

WealthPro: http://www.wealthpro.co.za/

LinkedIn: https://www.linkedin.com/in/gustav-neethling-49728a50/

—- Please subscribe to the YouTube channel —-

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

—- 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

#technology #financialplanners #practicemanagement

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