PROpulsion LIVE

著者: Francois du Toit
  • サマリー

  • 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!
    © 2023 PROpulsion LIVE
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あらすじ・解説

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!
© 2023 PROpulsion LIVE
エピソード
  • Business Financial Planning with Errol Meyer
    2024/11/16

    Send us a text

    In this episode of PROpulsion LIVE, we’re joined by Errol Meyer, a financial expert with over 30 years of industry experience and author of Business Financial Planning. Errol dives deep into the importance of business succession planning, the role of life insurance, and strategies for ensuring a strong financial future for businesses. With insights from his latest book, Errol shares practical guidance for advisers and business owners on creating robust plans that secure long-term stability and financial security.

    Don’t miss this valuable conversation with Errol Meyer, designed to provide financial professionals with actionable insights to enhance their advisory skills and support business clients in securing their legacies.

    Disclaimer: The views expressed by guests are their own and do not reflect the official stance of this platform.

    Connect with Errol:

    Errol on LinkedIn: / errol-gottfried-meyer-68840b146

    Leave us a comment with your thoughts and questions.

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

    Click the SUBSCRIBE button above

    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

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    34 分
  • Treating Advisers Fairly with Guy Holwill and Zeyn Ally
    2024/11/09

    Send us a text

    In this episode, we host an insightful panel discussion with Guy Holwill, CEO and founder of Fairbairn Consult, and Zeyn Ally, a senior leader with decades of experience in financial services. Together, they explore the power of Client Experience (CX) as a transformative tool for financial advisory success.

    Guy shares his perspective on how CX has evolved to become the ‘new marketing’ for advisors, and Zeyn dives into Fairbairn’s unique approach to creating an advisor-centric experience. They reveal the foundational elements that build trust, loyalty, and satisfaction—transparency, respect, and feedback-driven improvement.

    From refining advisor experiences to measuring performance with innovative programs like the Extra Mile Club, this conversation offers a wealth of insights for any financial advisor looking to strengthen their practice and deepen client relationships.

    Connect with Our Guests:
    Guy Holwill on LinkedIn: / guy-holwill-7714142
    Zeyn Ally on LinkedIn: / zeyn-ally-a354759a

    Leave us a comment with your thoughts and questions.

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

    Click the SUBSCRIBE button above

    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: --

    👉

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    35 分
  • Alternative Revenue Streams for Financial Advisers and Planners
    2024/11/02

    Send us a text

    In this episode of PROpulsion LIVE, we explore how financial advisers and planners can expand their income with alternative revenue streams. As the industry evolves, traditional models like asset-based fees and commissions aren’t always enough. Many advisers are finding value in diversifying their offerings to include subscription-based services, stand-alone planning, digital products, content creation, and consultancy.

    Gain valuable insights on creating a resilient and future-ready business model that aligns with the changing financial landscape. Subscribe to our channel for more episodes on strategies to elevate your 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.

    Attend PROpulsion Ascend -

    Info: https://www.propulsion.co.za/propulsi...

    Agenda; https://www.propulsion.co.za/propulsi...

    Tickets: https://www.propulsion.co.za/propulsi...


    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:

    ht

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    26 分

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