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Are you working harder than ever but not feeling the progress? In this episode of PROpulsion LIVE, Francois explores what *real client value* looks like in today’s financial planning world — and how to build a practice that grows naturally because of it.
Discover a fresh way to think about your clients, your business, and your time. You’ll learn how to:
✅ Identify your most valuable clients and tailor your service around them
✅ Use data and digital tools to save time and serve better
✅ Create client experiences that build trust and long-term loyalty
✅ Communicate your value clearly through simple, honest marketing
This isn’t about adding more work — it’s about doing the right work for the right clients.
If you’re ready to build a business that feeds itself, this one’s for you.
🎯 *Watch now and explore how to create real client value that lasts.*
#FinancialPlanning #ClientExperience #PracticeGrowth #AdviserBusiness #propulsionlive
DIGITAL LOCKDOWN
https://inn8cpd.co.za/event/register/...
📊 Take the Professional Practice 10.0 Scorecard
🎯 https://www.propulsion.co.za/scoreyt
📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
🌐 Learn more about PROpulsion and Becoming a member:
👉 https://www.propulsion.co.za/community
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#FinancialPlanning #BusinessGrowth #ClientRelationship #HolisticAdvice #PROpulsionLIVE

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162 episodes