Why Financial Advisers Must Think Like Business Owners with Johann Maree
Send us Fan Mail What is the difference between practice management and business management, and why does it matter so much for financial advisers today? In this episode of PROpulsion Live, I speak with Johann Maree about why advice firms need to be run as proper businesses, not just busy adviser-led practices. With more than 35 years of experience across South Africa and Australia, Johann shares what he has learned about business models, client segmentation, fee-for-service, client engageme...
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from PROpulsion LIVE
6 Client Meeting Skills That Turn Advice Into Action
What Financial Advisors Can Learn from Influencers
How Advisers Should Respond to AI Advice and Finfluencers
Situational Leadership: Leading Different People in Different Ways with Igno van Niekerk
Get summaries like this every morning.
Free AI-powered recaps of PROpulsion LIVE and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.