Grow your business and make your life easier by simplifying everything

PROpulsion LIVE

In today's episode, we're diving into the art of simplification in financial advisory practices. Whether you're a financial planner, advisor, firm owner, or stakeholder in the financial advisory world.
🔍 We Discuss:
Financial Product Offerings: We start by tackling the complex world of financial products. Learn how to streamline your offerings to better serve your clients and simplify decision-making.
Client Book and Ideal Client Profile: Next, we explore your client book and the concept of an ideal client profile. Discover effective ways to analyse and refine your client base for a more targeted approach.
Regulatory Compliance: Navigating the maze of compliance can be daunting. We share tips and tools to make this process smoother and more manageable.
Technology and Software: Technology should make life easier, not more complicated! We discuss integrating and optimising your tech tools for greater efficiency.
Client Communication: Lastly, we delve into client communication strategies. Find out how to keep your communication clear, consistent, and effective.
🌐 Why Listen?
Simplifying these key areas of your financial advisory practice can lead to better efficiency, stronger client relationships, and a more robust business model. We break down each topic into simple, actionable steps you can start applying right away!
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Have questions or insights about simplifying financial advisory practices? Drop a comment below, or join our live chat during the broadcast. Let's learn and grow together!
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--- PROpulsion Tech ---
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
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