Financial planning practice efficiencies

21/05/2022 33 min Temporada 3 Episodio 14
Financial planning practice efficiencies

Listen "Financial planning practice efficiencies"

Episode Synopsis

Send us a textEfficiency means a lot of things. It unlocks a lot of opportunities and possibilities.Efficiency gives you more time. Efficiency creates better customer experiences. Efficiency increases profitability. Efficiency helps you move faster than the competition.How does one create efficiency? Two ways are to employ fit for your practice technology and outsourcing functions that are not core to what you offer.Join Francois du Toit and his two guests, Elmarie Fourie (Independent Investment Solutions) and Johan Bester (AdviceTech), as they discuss a technology- and an outsource solution that will help you find and drive efficiency in your practice.Independent Investment Solutions and AdviceTech recently sponsored the Global Financial Planning Conference 2022 and are on the show as part of their sponsorship agreement.---- Connect with our guests ----AdviceTech Website: https://www.advicetech.co.za/AdviceTech Video:https://www.youtube.com/watch?v=_8pbHouwzrkIndependent Investment Solutions Website:https://i2solutions.co.zaIndependent Investment Solutions Video:https://www.youtube.com/watch?v=ctE8902UEP8---- Please subscribe to the YouTube channel ----Click the SUBSCRIBE button on the channelhttps://www.propulsion.co.za/live---- Learn more about PROpulsion Pro ----https://www.propulsion.co.za/pro---- Connect with Us ----Website:  https://www.propulsion.co.zaPROpulsion LIVE Portal: https://hello.profileme.co.za/propulsionWhatsapp: https://www.propulsion.co.za/whatsappTwitter:  https://twitter.com/propulsionliveLinkedIn:  https://www.linkedin.com/in/francoisdtzaInstagram: https://www.instagram.com/propulsionliveTikTok: https://www.tiktok.com/@propulsionlive