Will you do the work for free? It will be great exposure for you! You can get a lot of great insights and feedback. This will be a great marketing opportunity for you. We don’t have the budget right now. This will lead to more opportunities.

Sounds great, right? We have all been offered these “fantastic offerings”.

Even worse, in financial services, we have been cultivating a culture and a standard of doing things for free since the beginning of time. So much so that most financial planners and advisers have no idea how to change this today.

It has gone so far that we even expect everything for free. Training. CPD. Events. Ideation. Referrals. Name it.

Many have built their value proposition with FREE at its core. Offering everything for “free” in order to make a sale of some sort at the end of the day.

All of this said. There are times when doing work for free is extremely valuable. However, there are rules!

In this episode, we discuss the 5 G’s – 5 rules for when doing work for free makes sense and unlocks value for you and your business.

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Author

  • Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

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