values Archives ⋆ PROpulsion

S4E05 – Beyond the Money: Creating a Vision with Ursula Molefe

ByFrancois du Toit, CFP® March 3, 2023February 26, 2023

Financial planner and wealth coach, Ursula Molefe, shares her experience at a Lean In Circle vision board session and the importance of reflecting on values and beliefs when creating a vision for the future

Building a business | General | Personal Development | Podcasts

S3E27 – Communicating your financial planning business’s values effectively

ByFrancois du Toit, CFP® August 20, 2022

Join Francois du Toit for a discussion on business values, how to get clear on them, and how to communicate them effectively.