Beyond the Money: Creating a Vision with Ursula Molefe
In this episode of the Propulsion podcast, host Francois Du Toit interviews financial planner and wealth coach, Ursula Molefe, about her experience at a Lean In Circle vision board session. Ursula shares the importance of reflecting on values and beliefs when creating a vision for the future, as well as the significance of a support system in achieving goals. She also recounts a touching experience where her advice helped a client diagnosed with cancer. The conversation sheds light on the deeper meanings and motivations behind success and financial planning. Listeners are encouraged to consider their own values and goals as they pursue financial health.Join us at PROpulsion Tech, a live virtual event focused on technology for the financial planning profession. This 2-day event taking place on 7 & 8 March 2023 will feature punchy keynotes, insightful panel discussions, and live demos and showcases from industry experts. With a focus on staying up-to-date with the latest technology trends, this is an opportunity you don't want to miss.