Francois du Toit talks with Terence about his journey, the fact that fee-based planning is happening, and why all Independent Financial Advisers must offer this as part of their proposition.
Francois talks with Dan about how financial planners and advisers can bring their marketing into the 21st century.
We highlight several mistakes that are costing you, your practice, and your clients. Not only that, but we also discuss solutions to help you avoid these mistakes.
We discuss several different ways in which we can level up our customer experience.
Stefan Bothma and Werner Hattingh are a duo with their sights set on changing the way financial planning and advice are delivered to a very specific niche of professionals.
They have always said that they do not want to be everything for everyone, but they do want to be everything for somebody.
We share the top 5 technology tools to consider for your financial planning practice as well as their value and expected impact.
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.