In this episode, we tackle a mix of crucial issues and solutions for financial advisers.

Learn how to elevate your virtual meeting setup to create a great experience, and understand why the title you choose—whether Financial Planner, Financial Adviser, Broker, or something unique—matters more than you think.

Discover the key differences between marketing and prospecting, and how to balance both for optimal growth. We also delve into the challenges faced by the next generation of financial planners and explore how we can support them.

Finally, we discuss the power of community and the different ways to collaborate: doing it yourself, getting someone else to do it, or working with others.

Join us for practical tips and strategies that can elevate your financial practice.

Subscribe to our channel for more episodes with valuable insights and advice for financial advisors.

Leave us a comment with your thoughts and questions.


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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.


--- Join us at the Day of CPD ---

Info: https://www.propulsion.co.za/day-of-cpd

Agenda: https://www.propulsion.co.za/day-of-c...


--- Connect with me: ---

Francois on LinkedIn: https://www.linkedin.com/in/francoisd...
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In this episode, we interview Gareth Hopkins, an experienced operations and client support professional in the information technology sector. Gareth shares his insights on delivering value propositions, maintaining business continuity, and client retention through the use of technology.

We discuss Gareth's journey in the IT sector and its intersection with financial services - how his diverse experience across different roles has shaped his approach to business solutions.

We delve into the concept of value propositions and their importance for businesses. We share methods for identifying and developing value propositions within an organization.

We take a look at their cloud-based technology platform, designed to facilitate the delivery of an organization's value proposition.

Finally, we discuss how businesses can ensure continuity and client retention through technology, emphasizing the importance of centralizing stakeholders, relationships, and records.

Join us to gain valuable insights from Gareth Hopkins on how to leverage technology to deliver your value proposition and maintain business continuity and client retention.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

Leave us a comment with your thoughts and questions.

- Find our content valuable? Please subscribe to the YouTube channel --

Click the SUBSCRIBE button HERE:
http://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.


-- Connect with Gareth --

Gareth on LinkedIn: / gareth-hopkins-95703724
/ pfirestormtech


-- Join the Financial Advisor Playbook Waitlist --

Join here: https://www.propulsion.co.za/book


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👉 https://www.propulsion.co.za/community

In this episode, we interview Dirk Groeneveld, a Financial Planner with nearly 34 years of experience, and a Lifestyle Financial Planner for the last 23 years. Dirk shares his passion for making a real difference in clients' lives and helping other planners to do the same.

We begin by discussing Dirk's journey in the financial planning industry and how he transitioned to Lifestyle Financial Planning. Dirk explains the core principles that differentiate Lifestyle Financial Planning from traditional financial planning and how he ensures that clients' interests are always put first.

Dirk also shares the challenges and rewards of promoting a client-first approach in financial planning. We delve into the changes Dirk believes are necessary for the profession and how other financial planners can adopt a client-first mindset.

Finally, we discuss the future of financial planning, and we offer advice to new financial planners entering the profession today.

Join us to gain valuable insights from Dirk Groeneveld on how to put clients first in everything and make an honest living through Real Lifestyle Financial Planning.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

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.


--- Connect with Dirk ---

Dirk on LinkedIn: / dirk-groeneveld-cfp%c2%ae-276a9a18


--- Linktank Hadeda Advice Technology Survey Report ---

Purchase the report: http://www.hadeda.co.za/


--- Join the Financial Advisor Playbook Waitlist ---

Join here: https://www.propulsion.co.za/book


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👉 https://www.propulsion.co.za/community