<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/267327/open_sms">Send us a text</a>From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the top five finalists.  We speak in depth about the competition, the lessons he learned and how they are using these lessons to better the practice. A specific aspect that stood out is how they are building the practice around the practice itself and not around Henri or one of the other partners.  They extensively use Xplan in their business and we get Henri to share more about why they are using Xplan and the extent to which this is benefiting their practice. Being situated in Kimberley, it was interesting to talk about how they get 95% of their clients, who sometimes have to drive 140 km, to have their meetings at the practice's office instead of going to see clients at their place of business or home.  Their approach to getting quality referrals instead of quantity is also interesting. We end off the interview with Henri sharing some real pearls of wisdom.  Enjoy the episode!

Send us a text From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the top five finalists. We speak in depth about the competition, the lessons he learned and how they are using these lessons to better the practice. A specific aspect that stood out is how they are building the practice around the practice itself and not around Henri or one of the other partners. They extensively use Xplan in their business and we get Henri to share more about why they are using Xplan and the extent to which this is benefiting their practice. Being situated in Kimberley, it was interesting to talk about how they get 95% of their clients, who sometimes have to drive 140 km, to have their meetings at the practice's office instead of going to see clients at their place of business or home. Their approach to getting quality referrals instead of quantity is also interesting. We end off the interview with Henri sharing some real pearls of wisdom. Enjoy the episode!

<a href="https://www.buzzsprout.com/twilio/text_messages/267327/open_sms" rel="noopener noreferrer">Send us a text</a>From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the top five finalists.&nbsp; We speak in depth about the competition, the lessons he learned and how they are using these lessons to better the practice. A specific aspect that stood out is how they are building the practice around the practice itself and not around Henri or one of the other partners.&nbsp; They extensively use Xplan in their business and we get Henri to share more about why they are using Xplan and the extent to which this is benefiting their practice. Being situated in Kimberley, it was interesting to talk about how they get 95% of their clients, who sometimes have to drive 140 km, to have their meetings at the practice's office instead of going to see clients at their place of business or home.&nbsp; Their approach to getting quality referrals instead of quantity is also interesting. We end off the interview with Henri sharing some real pearls of wisdom.&nbsp; Enjoy the episode!

Ep. 11 - Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange

Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!

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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!

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Ep. 11 - Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange

Ep. 11 - Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange

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