Cutting the fluff in your financial advisory practice frees up time, energy, and resources for the work that truly matters. In this episode of PROpulsion LIVE, we explore why less can be more by removing extra steps, overhead, and distractions from your day-to-day.
We’ll look at everything from juggling too many product providers and bloated tech stacks to having clients who aren’t a good fit. You’ll also hear tips on trimming back on repetitive tasks, unnecessary meetings, and overlapping roles. Walk away with practical ideas on how to refine your services so you can spend more time where it adds real value.
This episode connects with our “Explore” theme, encouraging you to let go of what’s no longer working so you can discover fresh opportunities.
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This episode also features our special 5-minute segments:
📰 Current Affairs with Lelané Bezuidenhout, Nici Macdonald, and the FPI
🔥 Brand Works with Rizanne Oosthuisen and ProfileMe
🎯 Bulletproof your Business with David Kop and FI Consult
📣 Quick Announcements with Francois du Toit and PROpulsion
Share your experience of cutting the fluff in the comments below!
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