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Move Beyond Financial Advice

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Manage episode 451753687 series 2503255
Content provided by Francois du Toit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Francois du Toit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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In this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the distinctions between brokers, financial advisers, and financial planners, highlighting how financial planning provides a deeper, more holistic approach to serving clients.
Discover why moving beyond advice to a full planning model benefits both professionals and their clients. We’ll share actionable insights, practical steps, and real-world examples to help financial advisers transition to a more impactful way of working.
Whether you're looking to enhance client relationships, improve long-term outcomes, or future-proof your business, this episode is a must-watch.
Subscribe to our channel for more episodes that provide practical strategies and tools for financial professionals.
Leave us a comment with your thoughts and questions.
-- Find our content valuable? Please subscribe to the YouTube channel --
Click the SUBSCRIBE button HERE
https://www.youtube.com/@PROpulsionLive
Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
Take the Professional Practice 10.0 Scorecard --
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt
Get the Financial Advisor Playbook Now: --
Physical Book: https://www.takealot.com/the-financia...
Get the digital copy on Amazon:
https://www.amazon.com/dp/B0D8BL2CGH
Learn more about PROpulsion: --
👉 https://www.propulsion.co.za/community

  continue reading

157 episodes

Artwork
iconShare
 
Manage episode 451753687 series 2503255
Content provided by Francois du Toit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Francois du Toit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

In this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the distinctions between brokers, financial advisers, and financial planners, highlighting how financial planning provides a deeper, more holistic approach to serving clients.
Discover why moving beyond advice to a full planning model benefits both professionals and their clients. We’ll share actionable insights, practical steps, and real-world examples to help financial advisers transition to a more impactful way of working.
Whether you're looking to enhance client relationships, improve long-term outcomes, or future-proof your business, this episode is a must-watch.
Subscribe to our channel for more episodes that provide practical strategies and tools for financial professionals.
Leave us a comment with your thoughts and questions.
-- Find our content valuable? Please subscribe to the YouTube channel --
Click the SUBSCRIBE button HERE
https://www.youtube.com/@PROpulsionLive
Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
Take the Professional Practice 10.0 Scorecard --
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt
Get the Financial Advisor Playbook Now: --
Physical Book: https://www.takealot.com/the-financia...
Get the digital copy on Amazon:
https://www.amazon.com/dp/B0D8BL2CGH
Learn more about PROpulsion: --
👉 https://www.propulsion.co.za/community

  continue reading

157 episodes

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