In this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on being intentional in client interactions, identifying moments where the most value can be added through human interaction, and complementing these moments with technological support.

We explore how to effectively map out the client journey from the initial contact to ongoing management, pinpointing critical stages where intentional interactions can significantly enhance the client experience. The role of technology is also examined, highlighting tools that can improve communication and personalisation without overshadowing the essential human element.

The discussion offers practical advice on what to avoid in client relationships and provides steps for adding maximum value at various stages of the financial advice process. We conclude with actionable steps that financial advisors can implement to refine their client engagement strategies and enhance overall service delivery.

Join us to gain insights into creating a more client-centric approach that balances efficiency and personalised service, ensuring that every interaction adds substantial value to the client journey.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

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We sit down with Marc Sydow, a lifestyle financial planning expert from Adviceworx, who runs his practice out of Portugal focusing on female executives and early to mid-stage founders. Marc shares his philosophy on building a business that not only sustains but enhances your lifestyle, emphasising the need to start with a clear end in mind. He delves into the strategic choices that define his service delivery, including his strict adherence to fixed fee planning and proactive client engagement.

We also explore with Marc the pivotal role of technology in streamlining his operations, which allows him more freedom to live intentionally and focus on what truly matters. From using advanced tools like Xplan and Fathom to simpler solutions like Calendly and Zoom, he demonstrates how integrating the right systems can transform the efficiency of any financial planning practice.

Join us to discover how you can apply Marc's principles of lifestyle financial planning to your life and your business, and start moving towards a more intentional and fulfilling future.

Don’t forget to subscribe to our channel for more episodes that bring professionals who are redefining success in various industries.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


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In this episode, we explore "The Five Rings for Lasting Success and the One Ring to Rule Them All," drawing inspiration from The Lord of the Rings to delve into essential aspects that forge a successful career in financial planning.

Join us to learn about the Ring of Lore, the Ring of Craft, the Ring of Fellowship, the Ring of Treasury, and the Ring of Heraldry.

Culminating the discussion, the Ring of Dominion, the one ring to rule them all, will be made known. This ring is the cornerstone that binds and guides the use of all other rings.

Join us as we break down these complex concepts into clear, actionable strategies that can help financial planners and advisors build a robust, enduring career by mastering both the tangible and intangible aspects of the profession.

Subscribe to our channel for more insights into financial planning and effective business strategies. Please leave your comments below; we value your thoughts and questions.

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Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.

--- PROpulsion Tech ---

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9, 11, and 16 April 2024.

All the info: https://www.propulsion.co.za/propulsi...

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