Send us a text

In this episode, we interview Dirk Groeneveld, a Financial Planner with nearly 34 years of experience, and a Lifestyle Financial Planner for the last 23 years. Dirk shares his passion for making a real difference in clients' lives and helping other planners to do the same.

We begin by discussing Dirk's journey in the financial planning industry and how he transitioned to Lifestyle Financial Planning. Dirk explains the core principles that differentiate Lifestyle Financial Planning from traditional financial planning and how he ensures that clients' interests are always put first.

Dirk also shares the challenges and rewards of promoting a client-first approach in financial planning. We delve into the changes Dirk believes are necessary for the profession and how other financial planners can adopt a client-first mindset.

Finally, we discuss the future of financial planning, and we offer advice to new financial planners entering the profession today.

Join us to gain valuable insights from Dirk Groeneveld on how to put clients first in everything and make an honest living through Real Lifestyle Financial Planning.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

Leave us a comment with your thoughts and questions.


--- Find our content valuable? Please subscribe to the YouTube channel ---

Click the SUBSCRIBE button HERE:
https://www.youtube.com/@PROpulsionLive


Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


--- Connect with Dirk ---

Dirk on LinkedIn:   / dirk-groeneveld-cfp%c2%ae-276a9a18 


--- Linktank Hadeda Advice Technology Survey Report ---

Purchase the report: http://www.hadeda.co.za/


--- Join the Financial Advisor Playbook Waitlist ---

Join here: https://www.propulsion.co.za/book


--- Learn more about PROpulsion ---

👉 https://www.propulsion.co.za/community