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kate holmes

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Building a business | Fee-Based Practice | Podcasts | Technology

Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate Holmes

ByFrancois du Toit, CFP® June 20, 2020June 23, 2025

The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want

Read More Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate HolmesContinue

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      • PROpulsion AI Training for Financial Advisers #1: A Gentle Introduction
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      • PROpulsion AI Training for Financial Advisers #3: Let’s Build Custom GPTs
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      • PROpulsion Tech Info
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    • Masterclass: Unlock New Value Streams
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