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Costly mistakes to avoid in your financial planning practice
Description
Mistakes whether big or small, once-off or ongoing, knowing or unknowing are costly. Not only in terms of money. It impacts many different aspects.
In this episode, we highlight several mistakes that are costing you, your practice, and your clients. Not only that, we also discuss solutions to help you avoid these mistakes.
An insightful episode awaits!
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Adopting technology with Barrie van Zyl (S1E13) - https://youtu.be/pjKaIv7gLho
Staying in the helicopter with Juanita Vorster S2E17) - https://youtu.be/fQo1Mioh5Y4
Carving out a niche with Stefan & Werner (S3E5) - https://youtu.be/132kkceIBNk
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