Requirements: .PDF reader, 4.7 MB | Version: Retail
Overview: 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 single
day, penned over 43,800 words across 13 enlightening chapters.
Genre: Non-Fiction > General
Special acknowledgements to the contributing authors and experts who each shared a core element that will ignite your
practice:
- Hannes Visser
- Ignatius Muller
- Carol Lenzi CFP®
- Kobus Kleyn CFP®
- Wouter Snyman
- Alice Myburgh CFP®
- Henri le Grange CFP®
- Paula Berrow
- Geoff Noble
- Rizanne Oosthuisen
- Kevin Yeh CFP®
- Louis van der Merwe, CFP®
- Carl van Vuuren CFP®
- David Kop CFP®
redefine their practice, reimagine their approach, and resonate with their clients. Whether seeking mentorship, innovative strategies, or a community that drives the profession forward, "The Financial Advisor’s Playbook" is your essential read.
“Prosperity, growth, and a call to always raise the bar. This isn’t just a book; it’s a movement.”
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