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2024's Top Lessons for Financial Planners

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Manage episode 452755854 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://staging.podcastplayer.com/legal.

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In this season finale of PROpulsion LIVE, we look back at 2024 and share the top lessons for financial planners. From simplifying processes to embracing new strategies, this episode captures the most impactful insights from the past year.
We’ll cover the key takeaways that can help financial planners build better businesses, foster stronger client relationships, and achieve personal and professional growth. Whether you’re a financial planner, adviser, or firm owner, this episode is packed with actionable ideas to prepare you for 2025 and beyond.
Thank you for being part of Season 5. Stay tuned for what’s next!
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

137 episodes

Artwork
iconShare
 
Manage episode 452755854 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://staging.podcastplayer.com/legal.

Send us a text

In this season finale of PROpulsion LIVE, we look back at 2024 and share the top lessons for financial planners. From simplifying processes to embracing new strategies, this episode captures the most impactful insights from the past year.
We’ll cover the key takeaways that can help financial planners build better businesses, foster stronger client relationships, and achieve personal and professional growth. Whether you’re a financial planner, adviser, or firm owner, this episode is packed with actionable ideas to prepare you for 2025 and beyond.
Thank you for being part of Season 5. Stay tuned for what’s next!
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

137 episodes

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