About this episode
How do you define client engagement? What does it look like in your mind? Are you intentionally creating an environment and opportunity for your clients to be fully engaged during their interactions with you? Are they co-creating their financial plan with you?
There is nothing more dangerous than hearing the words " I don't know, you are the expert, I will do what you tell me to do..."
These words are often great for our egos but it is a big red light we should take serious note of.
Join us for a discussion on what true client engagement looks like and the key to doing it successfully.
---- Please subscribe ----
Click the SUBSCRIBE button on the channel YouTube Channel
https://www.propulsion.co.za/live
Click the SUBSCRIBE button on your favourite podcasting platform
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: https://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
TikTok: https://www.tiktok.com/@propulsionlive
Get every episode summarized
Each time PROpulsion LIVE publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from PROpulsion LIVE
Building a Financial Planning Practice Around Better Decisions with Gareth Colli...
PROpulsion LIVE
South Africa’s R50.4 Trillion Protection Gap: What Are We Missing? with Prince S...
PROpulsion LIVE
The Future of Financial Planning Starts With What We Do Today with Brendan Dunn
PROpulsion LIVE
The Myth of the Self-Managing Team with Lizanne van Eeden
PROpulsion LIVE