S3E3 – Financial Planner Productivity and Time Management Secrets
The secret to high productivity, great time management, and efficiency for financial planners.
The secret to high productivity, great time management, and efficiency for financial planners.
Pro MTB coach shares lessons that translate seamlessly to what we do as financial planners and what we need to build and grow amazing businesses and practices.
We are back with season 3 of the PROpulsion Podcast!
We kick off with a topic very near and dear to the heart.
A multi-dimensional take on “free”, freedom, value, and everything that goes with it!
In this episode, we talk about which key is vital for success, why without it you are unlikely to achieve success, and how you can strategize and have a structure that helps you incorporate this key into everything you do.
We discuss 3 steps that will help clients understand your value and move the focus away from fees to value
The only thing better than a free tool is a free tool that works! In today’s episode, the featured topic is exactly that. Free tools that add immense value.
We celebrated the 1 year anniversary of starting PROpulsion LIVE or as it was originally called “Virtual Coffee with Francois”
Stephen about Stephen Kagawa talks to us about his journey and his brand-new book that was recently published, Aloha Financial Advising.
A solid onboarding process is critical to lay a solid foundation right from the start and to reinforce that the client made the right decision to choose you amongst so many other options.
In this episode’s featured guest segment, we discuss the importance of failing in great detail. An energetic, fun and inspiring conversation you will greatly benefit from.