The Human Side of Financial Planning with Rudolph Geldenhuys

Send us a text

In this episode of PROpulsion LIVE, we’re joined by the 2024 Financial Planner of the Year, Rudolph Geldenhuys. Together, we dive into the tension between the technical and human sides of financial planning—and why embracing both is essential for success in today’s environment.

Rudolph shares insights on developing deep client relationships, playing to your strengths, and how your personal wellbeing directly impacts the outcomes you deliver for clients. From values-based advice to strengths-based development and creating safe client spaces, this conversation will inspire financial professionals at every level.

📥 Resources mentioned:

• Personal Values Assessment: https://personalvalu.es/
  
  
• CliftonStrengths Top 5: https://store.gallup.com/p/en-us/1010...
  
  

💬 Leave a comment with your takeaways and reflections on the human side of advice.

📌 Subscribe for weekly insights into financial planning, growth strategies, and the future of the profession.

https://www.youtube.com/@PROpulsionLive

––––––––––––––––––––––––––––––––––––––
🎟️GLOBAL FINANCIAL PLANNING CONFERENCE:
Book your ticket now — limited in-person seats and virtual available:
https://www.propulsion.co.za/global-f...

📊 Take the Professional Practice 10.0 Scorecard
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt

📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH

🌐 Learn more about