S2E9 - Free Tools for Financial Advisers
PROpulsion LIVE
English - April 10, 2021 04:00 - 57 minutes - 39.9 MBBusiness Education financial advisor financial planner tax practitioner franchise principal practice management grow propulsion francois du toit technology automation Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 9 April 2021.
News segment presented by Nici Macdonald, HOD: Certification at the Financial Planning Institute of SA.
Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about confirmation bias.
Featured Topic: The only thing better than a free tool is a free tool that works!
Building technology stacks and integrating best-of-breed tools and systems can be costly. Being able to use solid and valuable tools that play well with the rest of your system is a massive bonus and win for your practice or business.
In today's episode, the featured topic is exactly that. Free tools that add immense value.
Update segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.
----Watch the episode on YouTube----
https://youtu.be/UgPFnNzP4Ls
---Links to everything we speak about in the episode ----
ProfileMe - https://www.profileme.co.za
PROpulsion Pro Portal: https://hello.profileme.co.za/vcf
Canva - https://www.propulsion.co.za/canva
Trello - https://www.trello.com
KanbanFlow - https://www.kanbanflow.com
Mailerlite - https://www.mailerlite.com
Mailchimp - https://www.mailchimp.om
Notion - https://www.notion.so