PROpulsion LIVE
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!
PROpulsion LIVE
Move Beyond Financial Advice
In this episode of PROpulsion LIVE, we explore the journey from financial advice to comprehensive financial planning. We unpack the distinctions between brokers, financial advisers, and financial planners, highlighting how financial planning provides a deeper, more holistic approach to serving clients.
Discover why moving beyond advice to a full planning model benefits both professionals and their clients. We’ll share actionable insights, practical steps, and real-world examples to help financial advisers transition to a more impactful way of working.
Whether you're looking to enhance client relationships, improve long-term outcomes, or future-proof your business, this episode is a must-watch.
Subscribe to our channel for more episodes that provide practical strategies and tools for financial professionals.
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.
Take the Professional Practice 10.0 Scorecard --
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt
Get the Financial Advisor Playbook Now: --
Physical Book: https://www.takealot.com/the-financia...
Get the digital copy on Amazon:
https://www.amazon.com/dp/B0D8BL2CGH
Learn more about PROpulsion: --
👉 https://www.propulsion.co.za/community
