PROpulsion

New Podcast Alert: Preparing Your Financial Planning Business for 2025! In this latest episode, Francois dives into how financial advisers and planners can get ahead by focusing on four key areas to prepare their businesses for a successful 2025. We cover: 1️⃣ Personal Development: Why growing yourself means growing your business. 2️⃣ Business Strategy: From sustainability to niche marketing, we’ve got it covered. 3️⃣ Team Development: How investing in your team drives long-term success. 4️⃣ Technology: AI, automation, and cybersecurity—what you need to know for the future. If you want to grow your business and take your practice to the next level, this is an episode you won’t want to miss! 🎙️ Listen to the episode on Apple, Spotify, Google, and other platforms - links in comments. #financialplanning #businessstrategy #teamdevelopment #technology #financialadvisers #PROpulsionPodcast #financialplanningbusiness

New PROpulsion LIVE Episode Recording Available Now! If you're thinking ahead to 2025 and want to ensure your financial planning business is ready for the year ahead, this is for you! In this episode of PROpulsion LIVE, Francois du Toit CFP® dives deep into the four key areas every financial planner and adviser should focus on to prepare their business for the future: 1️⃣ Personal Development 2️⃣ Business Strategy 3️⃣ Team Development 4️⃣ Technology Whether you're looking to strengthen your emotional intelligence, refine your business strategy, or explore new technology to serve your clients better, there's something valuable for you in this discussion. Catch the full episode recording and start planning for a successful 2025 now! 👉 Watch it on our YouTube channel - link in the comments What is at the top of your mind for 2025? #financialplanning #businessstrategy #personaldevelopment #teamdevelopment #AI #automation #cybersecurity #PROpulsionLIVE

The next podcast episode is out! If you prefer listening to audio instead of watching video, or you would like to listen to our main segment again whilst on the go, then the PROpulsion Podcast is perfect. In this episode, Francois du Toit CFP® spoke with Dr. Roddy Carter, a neuroscientist and executive performance coach, about neuroscience’s incredible role in investing and financial decision-making. They explored how understanding the biology of success can help us, as financial professionals, improve our decision-making processes, better serve our clients, and ultimately achieve mastery in our professional and personal lives. Listen to the short soundbite below, then head to your favourite podcasting platform for the full conversation. Some links are included below. Please share your thoughts and comments with us and the episode with friends and colleagues #podcast #behaviouralfinance #financialadviser #financialplanner #PROpulsionLIVE

The podcast is out if you’d like to listen to yesterday’s discussion with Francois du Toit CFP® about whether small IFAs are finding themselves at a crossroads: Apple Podcast: https://lnkd.in/dwu5CYrF Spotify: https://lnkd.in/dkYEbTea Listen on any device.

Are you a financial planning professional or work in the financial advisory space? Do you follow our YouTube channel? You should! With over 268 episodes of PROpulsion LIVE, you will have to go far to find a more comprehensive, insightful, inspirational, and valuable resource for you and your business. Visit our channel now: 👉 https://lnkd.in/dyehWdqJ See you there!

We are looking forward to this special masterclass! Join us with the compliments of Asset-Map! Details below.

"We need women at all levels, including the top, to change the dynamic, reshape the conversation, to make sure women’s voices are heard and heeded, not overlooked and ignored." —Sheryl Sandberg Thankful for all the amazing women we get to work with, talk to, be inspired by, and who show us the way every day. #womensday2024 #womensday

"We need women at all levels, including the top, to change the dynamic, reshape the conversation, to make sure women’s voices are heard and heeded, not overlooked and ignored." —Sheryl Sandberg Thankful for all the amazing women we get to work with, talk to, be inspired by, and who show us the way every day. #womensday2024 #womensday

Have You Tried It Yet? The Professional Practice 10.0 Scorecard Score your business against 5 categories and receive a tailored report based on the scores. We just released the first version of our Professional Practice 10.0 scorecard and many have already completed it. How it works We created an online scorecard that you can complete online. You will be required to complete 27 questions that take just 5 minutes. You will be scored across 5 different categories in your business or practice: ✅ Value Proposition ✅ Marketing ✅ Connection ✅ Client Experience ✅ The Practice What you get Instant feedback about how you scored in each category. You also receive an email with your comprehensive, personalised, and tailored report in PDF format, based on your assessment, that contains: 🔎 Full explanations of each category 🔎 How you scored in each category 🔎 Guidance and advice you can consider implementing based on your specific circumstances 🔎 Some next steps to consider Where do you complete the assessment? You can go directly to the scorecard online: 👉 https://lnkd.in/dRvJtxq5 We would love to hear your feedback! Let us know what you think and what value you got from this. Raise the bar! #FinancialAdvisor #FinancialPlanner #FinancialProfessional #FinancialPlanning #Business #PROpulsion

Are you using technology to boost productivity in your financial practice? Are you working with professional partners to extend your reach? Is your value proposition well-defined and distinctive? These are some of the crucial questions you should be asking to ensure your practice thrives. Take our Professional Practice 10.0 quiz to evaluate your practice in key areas like marketing, client experience, and overall operations. This quiz will help you pinpoint areas for improvement and guide you towards greater success. /\/\/\/\/\ Don’t wait—take the quiz now: https://lnkd.in/dRvJtxq5 /\/\/\/\/\ #FinancialPractice #ProfessionalDevelopment #QuizTime #LinkedInLearning #PROpulsion