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About Financial Advisor’s Playbook: 13 Lessons from the Experts in Building a Thriving Practice
Dive into an evergreen guide designed to navigate your journey in the financial planning and advice profession. Whether you’re embarking on your career or have been a stalwart, this book is your golden ticket. Structured in four comprehensive parts, it covers self-discovery, understanding your clients and who you want to work with, building a legendary practice, and achieving exponential growth. Plus, a bonus chapter dedicated to the profession itself.A collaborative masterpiece, this book is the initiative of PROpulsion with forward-thinking professionals who, in a singleday, penned over 43,800 words across 13 enlightening chapters.Special acknowledgements to the contributing authors and experts who each shared a core element that will ignite your VisserIgnatius MullerCarol Lenzi CFP(R)Kobus Kleyn CFP(R)Wouter SnymanAlice Myburgh CFP(R)Henri le Grange CFP(R)Paula BerrowGeoff NobleRizanne OosthuisenKevin Yeh CFP(R)Louis van der Merwe, CFP(R)Carl van Vuuren CFP(R)David Kop CFP(R)Tailored for both budding and seasoned financial planning professionals, this book serves as a beacon for those eager toredefine their practice, reimagine their approach, and resonate with their clients. Whether seeking mentorship, innovative strategies, or a community that drives the profession forward, and “The Financial Advisor’s Playbook and ” is your essential read.”Prosperity, growth, and a call to always raise the bar. This isn’t just a book; it’s a movement.”
Detailed Information
| Author: | Francois Du Toit |
|---|---|
| Publication Year: | 2024 |
| ISBN: | 9780796173386 |
| Pages: | 155 |
| Language: | English |
| File Size: | 4.7 |
| Format: | |
| Price: | FREE |
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