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
  • 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
  • The Power of Life Insurance in Holistic Financial Planning with Mickey Gambale
    2024/10/26

    Send us a text

    In this episode, we interview Mickey Gambale, a dynamic leader in financial services with experience across investments, insurance, and asset management. Mickey will share his insights on the crucial role of life insurance in holistic financial planning, offering practical advice for financial advisers on how to balance risk cover with investments.

    Mickey discusses how life insurance serves as the bedrock of financial planning, why it’s essential for protecting wealth, and how it can be a key tool for building generational wealth. He also delves into the shift toward living benefits, such as critical illness and income protection, and explains how these can enhance client relationships and long-term retention.

    Join us to learn how life insurance can help protect and build wealth, offer long-term financial security, and position financial advisers as holistic planners.

    Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisers 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 Mickey:
    https://www.linkedin.com/in/mickey-gambale-b578b53/

    • Unlock New Value Streams Masterclass -


    Register: https://www.propulsion.co.za/masterclass


    • 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:

    🎯

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    32 分

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