As we approach the final months of the year, it’s time to start thinking about how we want our financial planning businesses to look and operate in 2025. While it may seem early, taking the time now to reflect and plan can make a significant difference in how we approach the challenges and opportunities of…
As financial advisers and planners, we often focus on market trends, product knowledge, and financial strategies to deliver the best outcomes for our clients. But have we ever paused to consider the most powerful tool at our disposal—the human brain? In a recent episode of PROpulsion LIVE, I had the privilege of speaking with Dr….
Explore the unique journey of a financial advisor through the maturity curve. Understand how shifting focus from product-centric to client-centric approaches can boost financial planning practices. Discover how advisors evolve their value proposition to better serve clients.
Financial planner and wealth coach, Ursula Molefe, shares her experience at a Lean In Circle vision board session and the importance of reflecting on values and beliefs when creating a vision for the future
Tumelo shares her experience with creating a personal vision board at a Lean In Circle session for women in financial planning and emphasizes the importance of having a clear plan to achieve personal and career goals.
Francois Du Toit interviews Amanda Dusse, a financial planner, during a Lean In vision board session. Amanda explains how creating a vision board has helped her become more intentional and shares her positive experiences with the Lean In community.
Francois Du Toit speaks with Certified Financial Planner® Tsungai Masendeke about her journey to financial planning and her passion for empowering women to create generational wealth.
Join us for a discussion on what true client engagement looks like and the key to doing it successfully.
In this episode, we talk about change, how to effect change with purpose, and how to stop waiting for change to happen.
Join Francois du Toit for a discussion on business values, how to get clear on them, and how to communicate them effectively.